2023-08-10T11:49:37-05:00 2022-09-30 363990892 Capin Crouse LLP 2435 Research Parkway STE 200 Colorado Springs CO 80920 990 2021-10-01 742338444 Society for Mining Metallurgy and Exploration Inc SOCI 3039484277 12999 E Adam Aircraft Circle Englewood CO 801124167 David L Kanagy Executive Director 3039484277 2023-08-10 1 David Kanagy 999009999 Ashley Peabody P01385870 5055022746 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z David L Kanagy 12999 E Adam Aircraft Circle Englewood CO 801124167 12978542 0 X www.smenet.org X 1871 CO Building a better world through mining, metallurgy and underground construction. 8 8 58 400 1045956 0 2309614 1110207 4147176 9183927 2441136 248487 1237142 1840797 10135068 12383418 589291 598090 0 0 4730842 5286939 0 0 66013 3834683 7754418 9154816 13639447 980252 -1256029 38262631 32808531 4811236 5194142 33451395 27614389 X Society for Mining, Metallurgy and Exploration (SME) serves the mining, resources and underground construction communities for a sustainable future. 0 0 6027855 598090 7702554 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. 4223529 1481373 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. 1663004 341967 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. 11914388 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 43 0 1 58 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 1 1 1 1 0 0 1 1 1 1 0 CO X Michelle Kroeger 3039484277 12999 E Adam Aircraft Circle Englewood CO 801124167 David L Kanagy Executive Director 45.00 10.00 X 524713 0 35221 Melanie Penoyar-Perez Chief Operations Officer 45.00 5.00 X 181629 0 18849 Michelle Kroeger CFO 45.00 5.00 X 165346 0 17793 Paul Hoiberg Director of IT 40.00 X 151160 0 24424 Tara Davis Director of Professional Development 40.00 X 136026 0 23201 Corinne Knaskinski Director of Meetings 40.00 X 125113 0 30276 Karin Harrington Director of HR 40.00 X 136026 0 16083 Ronald Parratt President 2.00 X 0 0 0 Marc LeVier President-Elect 2.00 X 0 0 0 William W Edgerton Past President (Part Year) 2.00 X 0 0 0 Richard J Lambert Director-at-Large 2.00 X 0 0 0 Barbara Nielsen Director-at-Large 2.00 X 0 0 0 John Uhrie Director-at-Large 2.00 X 0 0 0 Anne Williamson Director-at-Large 2.00 X 0 0 0 Jerry Gauntt Director-at-Large 2.00 X 0 0 0 Catherine Joyner Director-at-Large 2.00 X 0 0 0 1420013 0 165847 8 0 1 0 Marriott Philadelphia Downtown 1201 Market Street Philadelphia PA 19107 Conference services 468279 Centerplate Catering 700 14th Street Denver CO 80202 Catering services 410465 Freeman Audio Visual PO Box 734596 Dallas TX 75373 Audio visual services 409435 Publication Printers 2001 S Platte River Drive Denver CO 80223 Magazine printing services 349716 JW Marriott Starr Pass Resort and Spa 3800 W Starr Pass Blvd Tuscon AZ 85745 Conference services 234764 15 947547 162660 1110207 Meetings & exhibits 541900 7702554 7702554 Membership dues 541900 1481373 1481373 9183927 544326 544326 93464 389303 -295839 -295839 -295839 547788 205821 341967 341967 Advertising 541800 1045956 1045956 452874 452874 1498830 12383418 9525894 1045956 701361 591090 591090 7000 7000 1029590 833726 187576 8288 3187358 2525967 636279 25112 205225 166008 37567 1650 559610 442971 112229 4410 305156 243973 58800 2383 45227 29301 15306 620 34487 22096 11908 483 108893 71206 36121 1566 862033 776007 82675 3351 403334 392844 10269 221 314684 290251 23481 952 320258 205193 110583 4482 7833 7833 121413 77791 41923 1699 405168 344922 57899 2347 2888112 2866100 21155 857 980 628 338 14 324196 207716 111943 4537 65584 44760 20013 811 Sections expense 967627 967627 Memberships and subscri 75005 52197 21839 969 Bad debt 52737 22737 30000 Professional developmen 31562 22249 8951 362 725285 702195 22191 899 13639447 11914388 1659046 66013 2304943 292900 1875273 1953321 1935945 1213213 1471651 250304 319942 6207022 2705447 3793068 3501575 27512267 22427539 1235515 983706 38262631 32808531 1187240 921323 2285123 3343022 1338873 929797 4811236 5194142 X 25820452 20739797 7630943 6874592 33451395 27614389 38262631 32808531 -1256029 -4580977 0 X 0 1 X 1 0 X 147562 668057 214830 2309614 1110207 4450270 8570760 10704288 7977982 4147176 9731715 41131921 8718322 11372345 8192812 6456790 10841922 45582191 1662 200 1862 0 1662 200 1862 45580329 629649 848202 521533 782246 544326 3325956 629649 848202 521533 782246 544326 3325956 16304 8938 6690 31932 173232 267491 452874 893597 9347971 12393779 8998140 7247974 11845812 49833676 0.91460 0.92040 0.06670 0.07010 X Schedule A, Part III, Line 12, Explanation of Other Income: Other - 2018 Amount: $ 173,232. 2019 Amount: $ 267,491. 2021 Amount: $ 452,874. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12029887 29425 -1694171 557417 9807724 10772728 18665 1695434 456940 12029887 10419039 76007 569159 291478 10772727 9966269 240897 534127 266551 56063 10418679 2492868 297000 297000 1003160 1489708 0.39704 0.60296 0 0 300000 300000 3225962 981145 2244817 846114 767038 79076 1834946 957264 877682 3501575 Intercompany payable 274487 Line of credit 300980 Deferred compensation liability 354330 929797 1 North America 0 0 Program services WAAIME 24000 South Asia 0 0 Grants to recipients located in the region 7000 South America 0 0 Program services Membership development 85860 South America 0 0 Program services WAAIME 36000 0 0 0 0 0 0 152860 0 152860 Scholarship South Asia 1 7000 Wire transfer 0 0 0 0 0 0 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: 1 Scholarships 192 591090 Part I, Line 2: 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. X X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 David L Kanagy Executive Director 437418 0 86107 0 1188 0 20300 0 15974 0 560987 0 0 0 Melanie Penoyar-Perez Chief Operations Officer 161359 0 20000 0 270 0 11501 0 8308 0 201438 0 0 0 Michelle Kroeger CFO 147432 0 17500 0 414 0 10445 0 8262 0 184053 0 0 0 Paul Hoiberg Director of IT 133077 0 17309 0 774 0 9503 0 15830 0 176493 0 0 0 Tara Davis Director of Professional Development 121038 0 14214 0 774 0 8752 0 15310 0 160088 0 0 0 Corinne Knaskinski Director of Meetings 111486 0 13357 0 270 0 8324 0 22789 0 156226 0 0 0 Karin Harrington Director of HR 120846 0 15000 0 180 0 8735 0 8204 0 152965 0 0 0 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. 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. OneMine Inc 12999 E Adam Aircraft Circle Englewood CO 80112 261963151 Research CO 501(c)(3) Line 10 Society for Mining Metallurgy and Exploration 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 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 1 1 1 OneMine Inc Q 77892 Costs SME Foundation Q 388407 Costs OneMine Inc D 57493 Intercompany payable SME Foundation D 216995 Intercompany payable