SOCIETY FOR MINING METALLURGY AND EXPLORATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY FOR MINING METALLURGY AND EXPLORATION INC (EIN 74-2338444)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-10
- IRS object ID
- 202322229349301562
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-10T11:49:37-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2435 Research Parkway STE 200 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742338444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Society for Mining Metallurgy and | BusinessNameLine1Txt |
| Business Name Line2 | Exploration Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 3039484277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12999 E Adam Aircraft Circle | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801124167 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David L Kanagy | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 3039484277 | PhoneNum |
| Signature | 2023-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David | PersonFirstNm |
| Person Last | Kanagy | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ashley Peabody | PreparerPersonNm |
| PTIN | P01385870 | PTIN |
| Phone | 5055022746 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | David L Kanagy | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12999 E Adam Aircraft Circle | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801124167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,978,542 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.smenet.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1871 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | Building a better world through mining, metallurgy and underground construction. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $1,045,956 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,309,614 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,110,207 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,147,176 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,183,927 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,441,136 | PYInvestmentIncomeAmt |
| CY Investment Income | $248,487 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,237,142 | PYOtherRevenueAmt |
| CY Other Revenue | $1,840,797 | CYOtherRevenueAmt |
| PY Total Revenue | $10,135,068 | PYTotalRevenueAmt |
| CY Total Revenue | $12,383,418 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $589,291 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $598,090 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,730,842 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,286,939 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $66,013 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,834,683 | PYOtherExpensesAmt |
| CY Other Expenses | $7,754,418 | CYOtherExpensesAmt |
| PY Total Expenses | $9,154,816 | PYTotalExpensesAmt |
| CY Total Expenses | $13,639,447 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $980,252 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,256,029 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,262,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,808,531 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,811,236 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,194,142 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,451,395 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,614,389 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Society for Mining, Metallurgy and Exploration (SME) serves the mining, resources and underground construction communities for a sustainable future. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,027,855 | ExpenseAmt |
| Grant | $598,090 | GrantAmt |
| Revenue | $7,702,554 | RevenueAmt |
| Desc | The MINEXCHANGE 2022 SME Annual Conference & Expo returned in person to the Salt Palace Convention Center in Salt Lake City, Utah February 27 - March 2, 2022. There were 749 presentations, 7 short courses, 135 papers, 75 sponsors and 570 exhibiting companies. Almost 5,700 individuals were in attendance that included 550 students and 741 international attendees from 49 countries. NAT 2022 was June 19-22, 2022 in Philadelphia, PA. The event, attended by over 1,000 individuals, was close to the attendance totals seen pre-COVID. In addition to two short courses, the technical program featured over 70 presentations. To support the event, there were 149 exhibit booths and 29 sponsoring companies. The 2022 Minnesota Conference moved to a new venue near the Iron Range in Northern Minnesota. It took place April 11-13, 2022 at the Iron Trail Motors Event Center in Virginia, MN. The conference was attended by 871 individuals and featured two days of programming with a field trip to a local mining operation. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,223,529 | ExpenseAmt |
| Revenue | $1,481,373 | RevenueAmt |
| Desc | Members are the heart of SME, contributing technical knowledge, talent and volunteer resources to help the organization advance. SME served 12,702 members in 2022 with 26% of those being international members. SME has 48 local sections with 6 of those being international. Five new student chapters were formed in 2022, including a third UCA student chapter. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,663,004 | ExpenseAmt |
| Revenue | $341,967 | RevenueAmt |
| Desc | During 2022 the Mining Engineering website published industry news on a daily basis and delivered each issue to members anywhere in the world as a pdf and in flipbook formats. Clients also have expanded digital advertising opportunities through Mining Engineering online, the SME website, client-provided content, SME E-news, and Mining Engineering digital newsletter options. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,914,388 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 58 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | Yes (1) | 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 | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michelle Kroeger | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3039484277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12999 E Adam Aircraft Circle | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801124167 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| David L Kanagy | ||||||||
| Executive Director | 45.00 | 10.00 | Yes (X) | $524,713 | $0 | $35,221 | ||
| Melanie Penoyar-Perez | ||||||||
| Chief Operations Officer | 45.00 | 5.00 | Yes (X) | $181,629 | $0 | $18,849 | ||
| Michelle Kroeger | ||||||||
| CFO | 45.00 | 5.00 | Yes (X) | $165,346 | $0 | $17,793 | ||
| Paul Hoiberg | ||||||||
| Director of IT | 40.00 | $151,160 | $0 | $24,424 | Yes (X) | |||
| Tara Davis | ||||||||
| Director of Professional Development | 40.00 | $136,026 | $0 | $23,201 | Yes (X) | |||
| Corinne Knaskinski | ||||||||
| Director of Meetings | 40.00 | $125,113 | $0 | $30,276 | Yes (X) | |||
| Karin Harrington | ||||||||
| Director of HR | 40.00 | $136,026 | $0 | $16,083 | Yes (X) | |||
| Ronald Parratt | ||||||||
| President | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Marc LeVier | ||||||||
| President-Elect | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| William W Edgerton | ||||||||
| Past President (Part Year) | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Richard J Lambert | ||||||||
| Director-at-Large | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Barbara Nielsen | ||||||||
| Director-at-Large | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| John Uhrie | ||||||||
| Director-at-Large | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Anne Williamson | ||||||||
| Director-at-Large | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Jerry Gauntt | ||||||||
| Director-at-Large | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Catherine Joyner | ||||||||
| Director-at-Large | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,420,013 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $165,847 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Marriott Philadelphia Downtown | |||||
| 1201 Market Street | Philadelphia | PA | 19107 | Conference services | $468,279 |
| Centerplate Catering | |||||
| 700 14th Street | Denver | CO | 80202 | Catering services | $410,465 |
| Freeman Audio Visual | |||||
| PO Box 734596 | Dallas | TX | 75373 | Audio visual services | $409,435 |
| Publication Printers | |||||
| 2001 S Platte River Drive | Denver | CO | 80223 | Magazine printing services | $349,716 |
| JW Marriott Starr Pass Resort and Spa | |||||
| 3800 W Starr Pass Blvd | Tuscon | AZ | 85745 | Conference services | $234,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $947,547 | GovernmentGrantsAmt |
| All Other Contributions | $162,660 | AllOtherContributionsAmt |
| Total Contributions | $1,110,207 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Meetings & exhibits | 541900 | $7,702,554 | $7,702,554 |
| Membership dues | 541900 | $1,481,373 | $1,481,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,183,927 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $544,326 | TotalRevenueColumnAmt |
| Exclusion | $544,326 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $93,464 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $389,303 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$295,839 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$295,839 | TotalRevenueColumnAmt |
| Exclusion | -$295,839 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $547,788 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $205,821 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $341,967 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $341,967 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Advertising | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $1,045,956 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,045,956 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $452,874 | TotalRevenueColumnAmt |
| Exclusion | $452,874 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,498,830 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,383,418 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,525,894 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,045,956 | UnrelatedBusinessRevenueAmt |
| Exclusion | $701,361 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,090 | TotalAmt |
| Program Services | $591,090 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,000 | TotalAmt |
| Program Services | $7,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,590 | TotalAmt |
| Program Services | $833,726 | ProgramServicesAmt |
| Management And General | $187,576 | ManagementAndGeneralAmt |
| Fundraising | $8,288 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,187,358 | TotalAmt |
| Program Services | $2,525,967 | ProgramServicesAmt |
| Management And General | $636,279 | ManagementAndGeneralAmt |
| Fundraising | $25,112 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,225 | TotalAmt |
| Program Services | $166,008 | ProgramServicesAmt |
| Management And General | $37,567 | ManagementAndGeneralAmt |
| Fundraising | $1,650 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,610 | TotalAmt |
| Program Services | $442,971 | ProgramServicesAmt |
| Management And General | $112,229 | ManagementAndGeneralAmt |
| Fundraising | $4,410 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,156 | TotalAmt |
| Program Services | $243,973 | ProgramServicesAmt |
| Management And General | $58,800 | ManagementAndGeneralAmt |
| Fundraising | $2,383 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,227 | TotalAmt |
| Program Services | $29,301 | ProgramServicesAmt |
| Management And General | $15,306 | ManagementAndGeneralAmt |
| Fundraising | $620 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,487 | TotalAmt |
| Program Services | $22,096 | ProgramServicesAmt |
| Management And General | $11,908 | ManagementAndGeneralAmt |
| Fundraising | $483 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,893 | TotalAmt |
| Program Services | $71,206 | ProgramServicesAmt |
| Management And General | $36,121 | ManagementAndGeneralAmt |
| Fundraising | $1,566 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $862,033 | TotalAmt |
| Program Services | $776,007 | ProgramServicesAmt |
| Management And General | $82,675 | ManagementAndGeneralAmt |
| Fundraising | $3,351 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,334 | TotalAmt |
| Program Services | $392,844 | ProgramServicesAmt |
| Management And General | $10,269 | ManagementAndGeneralAmt |
| Fundraising | $221 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,684 | TotalAmt |
| Program Services | $290,251 | ProgramServicesAmt |
| Management And General | $23,481 | ManagementAndGeneralAmt |
| Fundraising | $952 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,258 | TotalAmt |
| Program Services | $205,193 | ProgramServicesAmt |
| Management And General | $110,583 | ManagementAndGeneralAmt |
| Fundraising | $4,482 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,833 | TotalAmt |
| Program Services | $7,833 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,413 | TotalAmt |
| Program Services | $77,791 | ProgramServicesAmt |
| Management And General | $41,923 | ManagementAndGeneralAmt |
| Fundraising | $1,699 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,168 | TotalAmt |
| Program Services | $344,922 | ProgramServicesAmt |
| Management And General | $57,899 | ManagementAndGeneralAmt |
| Fundraising | $2,347 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,888,112 | TotalAmt |
| Program Services | $2,866,100 | ProgramServicesAmt |
| Management And General | $21,155 | ManagementAndGeneralAmt |
| Fundraising | $857 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $980 | TotalAmt |
| Program Services | $628 | ProgramServicesAmt |
| Management And General | $338 | ManagementAndGeneralAmt |
| Fundraising | $14 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,196 | TotalAmt |
| Program Services | $207,716 | ProgramServicesAmt |
| Management And General | $111,943 | ManagementAndGeneralAmt |
| Fundraising | $4,537 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,584 | TotalAmt |
| Program Services | $44,760 | ProgramServicesAmt |
| Management And General | $20,013 | ManagementAndGeneralAmt |
| Fundraising | $811 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Sections expense | $967,627 | $967,627 | ||
| Memberships and subscri | $75,005 | $52,197 | $21,839 | $969 |
| Bad debt | $52,737 | $22,737 | $30,000 | |
| Professional developmen | $31,562 | $22,249 | $8,951 | $362 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,285 | TotalAmt |
| Program Services | $702,195 | ProgramServicesAmt |
| Management And General | $22,191 | ManagementAndGeneralAmt |
| Fundraising | $899 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,639,447 | TotalAmt |
| Program Services | $11,914,388 | ProgramServicesAmt |
| Management And General | $1,659,046 | ManagementAndGeneralAmt |
| Fundraising | $66,013 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,304,943 | BOYAmt |
| EOY | $292,900 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,875,273 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,953,321 | BOYAmt |
| EOY | $1,935,945 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,213 | BOYAmt |
| EOY | $1,471,651 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,304 | BOYAmt |
| EOY | $319,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,207,022 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,705,447 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,793,068 | BOYAmt |
| EOY | $3,501,575 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,512,267 | BOYAmt |
| EOY | $22,427,539 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,235,515 | BOYAmt |
| EOY | $983,706 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,262,631 | BOYAmt |
| EOY | $32,808,531 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,187,240 | BOYAmt |
| EOY | $921,323 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,285,123 | BOYAmt |
| EOY | $3,343,022 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,338,873 | BOYAmt |
| EOY | $929,797 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,811,236 | BOYAmt |
| EOY | $5,194,142 | 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 | $25,820,452 | BOYAmt |
| EOY | $20,739,797 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,630,943 | BOYAmt |
| EOY | $6,874,592 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,451,395 | BOYAmt |
| EOY | $27,614,389 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,262,631 | BOYAmt |
| EOY | $32,808,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,256,029 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,580,977 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $147,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $668,057 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $214,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,309,614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,110,207 | CurrentTaxYearAmt |
| Total | $4,450,270 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,570,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,704,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,977,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,147,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,731,715 | CurrentTaxYearAmt |
| Total | $41,131,921 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,718,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,372,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,192,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,456,790 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,841,922 | CurrentTaxYearAmt |
| Total | $45,582,191 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $200 | CurrentTaxYearAmt |
| Total | $1,862 | 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 Minus2 Years | $1,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $200 | CurrentTaxYearAmt |
| Total | $1,862 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $45,580,329 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $629,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $848,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $521,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $782,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $544,326 | CurrentTaxYearAmt |
| Total | $3,325,956 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $629,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $848,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $521,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $782,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $544,326 | CurrentTaxYearAmt |
| Total | $3,325,956 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $16,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,690 | CurrentTaxYearAmt |
| Total | $31,932 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $173,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $267,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $452,874 | CurrentTaxYearAmt |
| Total | $893,597 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,347,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,393,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,998,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,247,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,845,812 | CurrentTaxYearAmt |
| Total | $49,833,676 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91460 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92040 | PublicSupportPY509Pct |
| Investment Income CY | 0.06670 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other - 2018 Amount: $ 173,232. 2019 Amount: $ 267,491. 2021 Amount: $ 452,874. | ExplanationTxt |
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 | $12,029,887 | BeginningYearBalanceAmt |
| Contributions | $29,425 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,694,171 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $557,417 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,807,724 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,772,728 | BeginningYearBalanceAmt |
| Contributions | $18,665 | ContributionsAmt |
| Investment Earnings Or Losses | $1,695,434 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $456,940 | GrantsOrScholarshipsAmt |
| End Year Balance | $12,029,887 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,419,039 | BeginningYearBalanceAmt |
| Contributions | $76,007 | ContributionsAmt |
| Investment Earnings Or Losses | $569,159 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $291,478 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,772,727 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,966,269 | BeginningYearBalanceAmt |
| Contributions | $240,897 | ContributionsAmt |
| Investment Earnings Or Losses | $534,127 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $266,551 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $56,063 | AdministrativeExpensesAmt |
| End Year Balance | $10,418,679 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,492,868 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $297,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $297,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,003,160 | AdministrativeExpensesAmt |
| End Year Balance | $1,489,708 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39704 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60296 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,000 | OtherCostOrOtherBasisAmt |
| Book Value | $300,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,225,962 | OtherCostOrOtherBasisAmt |
| Depreciation | $981,145 | DepreciationAmt |
| Book Value | $2,244,817 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $846,114 | OtherCostOrOtherBasisAmt |
| Depreciation | $767,038 | DepreciationAmt |
| Book Value | $79,076 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,834,946 | OtherCostOrOtherBasisAmt |
| Depreciation | $957,264 | DepreciationAmt |
| Book Value | $877,682 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,501,575 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Intercompany payable | $274,487 |
| Line of credit | $300,980 |
| Deferred compensation liability | $354,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $929,797 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| North America | 0 | 0 | Program services | WAAIME | $24,000 |
| South Asia | 0 | 0 | Grants to recipients located in the region | $7,000 | |
| South America | 0 | 0 | Program services | Membership development | $85,860 |
| South America | 0 | 0 | Program services | WAAIME | $36,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $152,860 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $152,860 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Scholarship | TypeOfAssistanceTxt |
| Region | South Asia | RegionTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $7,000 | CashGrantAmt |
| Manner Of Cash Disbursement | Wire transfer | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | SME grants awards and scholarships to individuals attending colleges and universities outside of the United States. Funds are monitored via grades and other feedback reporting from each scholarship recipient. |
| Part I, line 3: | Expenditures are accounted for using the accrual method of accounting. |
| Part III Accounting Method: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 192 | RecipientCnt |
| Cash Grant | $591,090 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The organization selects qualifying applicants pursuing higher education based on their qualifications and disburses funds directly to the university or college (no cash changes hands.) Funds are monitored via grades and other feedback reporting from each scholarship recipient. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David L Kanagy | ||||||||||||||
| Executive Director | $437,418 | $0 | $86,107 | $0 | $1,188 | $0 | $20,300 | $0 | $15,974 | $0 | $560,987 | $0 | $0 | $0 |
| Melanie Penoyar-Perez | ||||||||||||||
| Chief Operations Officer | $161,359 | $0 | $20,000 | $0 | $270 | $0 | $11,501 | $0 | $8,308 | $0 | $201,438 | $0 | $0 | $0 |
| Michelle Kroeger | ||||||||||||||
| CFO | $147,432 | $0 | $17,500 | $0 | $414 | $0 | $10,445 | $0 | $8,262 | $0 | $184,053 | $0 | $0 | $0 |
| Paul Hoiberg | ||||||||||||||
| Director of IT | $133,077 | $0 | $17,309 | $0 | $774 | $0 | $9,503 | $0 | $15,830 | $0 | $176,493 | $0 | $0 | $0 |
| Tara Davis | ||||||||||||||
| Director of Professional Development | $121,038 | $0 | $14,214 | $0 | $774 | $0 | $8,752 | $0 | $15,310 | $0 | $160,088 | $0 | $0 | $0 |
| Corinne Knaskinski | ||||||||||||||
| Director of Meetings | $111,486 | $0 | $13,357 | $0 | $270 | $0 | $8,324 | $0 | $22,789 | $0 | $156,226 | $0 | $0 | $0 |
| Karin Harrington | ||||||||||||||
| Director of HR | $120,846 | $0 | $15,000 | $0 | $180 | $0 | $8,735 | $0 | $8,204 | $0 | $152,965 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The Executive Director uses business travel on flights greater than eight hours and his spouse accompanies him on select travel when her presence is request by the Board. These expenses are treated as ordinary and necessary business expenses and are therefore not included in taxable compensation. |
| Part I, Line 7 | The organization made nonfixed payments in the form of discretionary bonuses. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The organization has three classes of membership: Professional members, Registered members, and Student members. Professional and Registered members are entitled to vote on the election of directors and the amendment of governing documents. Student members do not have voting rights. |
| Form 990, Part VI, Section A, line 7a | Directors may be nominated by the Board or by petition of the members of SME. If more than one candidate is nominated for an open position, the individual receiving the most affirmative votes of members is deemed to be elected. |
| Form 990, Part VI, Section A, line 7b | Members have the authority to take matters to a vote at meetings as decided by the Members. Members may also take action to amend the governing documents of the Society. |
| Form 990, Part VI, Section B, line 11b | Form 990 is prepared by an independent CPA firm and reviewed in detail by the organization's top management. The reviewed Form 990 is then provided to the board of directors prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12 | Board members receive a copy of the organization's Conflict of Interest Policy as part of their board introduction packet and disclose potential conflicts of interest upon joining the board. Any conflicts thereafter are disclosed as they become known. Board members lacking independence on an issue withdraw themselves from the decision-making process. |
| Form 990, Part VI, Section B, line 15 | Compensation offered to the organization's Executive Director is established by an independent third party consultant. This consultant conducts a study of similar organizations in similar industries when determining appropriate salary and benefits for the position. Independent members of the board discuss and approve the compensation package, and a written employment contract is put into place. This process take place on an annual basis. The board of Directors entrusts the Executive Director with determining compensation for other officers of the organization. Compensation of officers is based on comparability studies of similar positions within the industry. This process takes place on an annual basis. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy and financial statements are available upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| OneMine Inc | ||||||||||
| 12999 E Adam Aircraft Circle | Englewood | CO | 80112 | 261963151 | Research | CO | 501(c)(3) | Line 10 | Society for Mining Metallurgy and Exploration | Yes (1) |
| SME Foundation | ||||||||||
| 12999 E Adam Aircraft Circle | Englewood | CO | 80012 | 841175450 | Research | CO | 501(c)(3) | Line 7 | Society for Mining Metallurgy and Exploration | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OneMine Inc | ||
| Q | $77,892 | Costs |
| SME Foundation | ||
| Q | $388,407 | Costs |
| OneMine Inc | ||
| D | $57,493 | Intercompany payable |
| SME Foundation | ||
| D | $216,995 | Intercompany payable |
Comments