SOCIETY OF AMERICAN MILITARY ENGINEERS: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF AMERICAN MILITARY ENGINEERS (EIN 53-0196491)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349317458
- Schema version
- 2020v4.1
- 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 | 2021-11-15T14:19:04-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marcum LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L Street NW Suite 850 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530196491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Society of American Military Engineers | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 7035493800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 King Street No 100 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph Schroedel | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7035493800 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Joseph | PersonFirstNm |
| Person Last | Schroedel | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frank H Smith | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Joseph Schroedel | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 King Street No 100 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,286,141 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 1278 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.same.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | Promote & facilitate engineering support for nat'l security among uniformed srvcs and related prof. | ActivityOrMissionDesc |
| Voting Members Governing Body | 62 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 62 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 58 | TotalVolunteersCnt |
| Total Gross UBI | $709,170 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $212,821 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,908 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,610,479 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,995,969 | CYProgramServiceRevenueAmt |
| PY Investment Income | $374,073 | PYInvestmentIncomeAmt |
| CY Investment Income | $186,745 | CYInvestmentIncomeAmt |
| PY Other Revenue | $101,469 | PYOtherRevenueAmt |
| CY Other Revenue | $97,204 | CYOtherRevenueAmt |
| PY Total Revenue | $8,086,021 | PYTotalRevenueAmt |
| CY Total Revenue | $4,283,826 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $74,153 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,474,182 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,356,582 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,888,253 | PYOtherExpensesAmt |
| CY Other Expenses | $1,911,748 | CYOtherExpensesAmt |
| PY Total Expenses | $7,436,588 | PYTotalExpensesAmt |
| CY Total Expenses | $4,268,330 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $649,433 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,496 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,504,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,437,213 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,734,488 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,039,540 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,770,167 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,397,673 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To provide education and support to the engineering components of the military and uniformed services and other federal, state and local government agencies responsible for the nation's infrastructure, and to advance the partnership between government and the architecture engineering and construction industry in the interest of national security. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,713,537 | ExpenseAmt |
| Revenue | $1,053,292 | RevenueAmt |
| Desc | Conferences and meetings - Society of American Military Engineers (SAME)'s ongoing mission is to provide networking and educational opportunities within the engineering community with a focus on the Department of Defense (DOD) and Federal agencies. SAME meetings and conferences provide opportunities for members to exchange knowledge, network and build relationships within the architecture, engineering, and construction (A/E/C) communities. In 2020, SAME hosted more than 8 Virtual events in the United States. Events in 2020 included the Joint Engineering Training Conference and Expo, Small Business Conference, Golden Eagle awards dinner, Continuing Education programs, Post Leader workshop, Transition Workshop and job fairs, a joint event with the Department of Veteran Affairs, Engineer dinners to honor 2020 graduates of the service academies and multiple continuing education webinars. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $932,004 | ExpenseAmt |
| Revenue | $2,047,102 | RevenueAmt |
| Desc | Membership activities and Post operations - SAME membership activities support the community of more than 28,000 A/E/C, environmental and facility management professionals. Activities include recruiting and retaining members, updating member records, renewing memberships, recognizing members for longevity in SAME, and interfacing with SAME posts to support their recruitment and retention efforts. In support of the officers, SAME provides training workshops for post leaders.SAME provides funding to its 103 Posts (chapters) and just over 25 Student chapters located in 17 regions throughout the United States, Europe and the Pacific. Posts bring together professionals in engineering and related fields for networking and professional development in a wide range of post programs and activities, which may include education and training events, mentoring programs for young members and small businesses, and outreach opportunities to future engineers (college and K-12 students). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $765,203 | ExpenseAmt |
| Revenue | $8,439 | RevenueAmt |
| Desc | Society publications (Print and Digital) - SAME publishes a high-quality print publication - The Military Engineer magazine. The Military Engineer (TME) magazine keeps members informed about issues impacting the A/E/C industry, environmental and facility management fields, as they relate to DOD and other Federal agencies. TME is published six times per year and had one special edition in 2020. The TME has a distribution of nearly 28,000. On average, TME has 100 non-member subscribers, which includes libraries, universities, defense agencies and interested individuals. Magazine subscriptions range from one magazine to bulk subscriptions of up to 15 magazines. TME main themes for 2020 included environmental engineering, infrastructure, energy and sustainability, project delivery, environmental restoration, asset management, health and safety, humanitarian and civic assistance, and design and construction.The print version of TME is online at www.same.org/TME as an interactive PDF. Additionally, "Online Exclusive" articles are published approximately every two weeks to keep the content fresh between publication dates. The SAME Directory of Member Companies and Organizations (Directory) is published online and provides a listing of SAME member companies. Contact information of corporate leaders for use in partnering and teaming agreements, as well as a listing of member companies by SAME Post, is part of the information captured in the publication. The publication also captures company description, size, revenue, number of employees, and office locations. Considered a go-to publication by many SAME members, the Directory is used throughout the year by government and industry decision makers for partnering and during the pre-solicitation process to survey industry capabilities for future procurements. Additionally, in 2020, a member directory was created and distributed by an outside vendor, and was available for purchase by sustaining and individual members. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $231,990 | ExpenseAmt |
| Revenue | $7,800 | RevenueAmt |
| Desc | Continuting education | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $231,990 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $7,800 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,642,734 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | 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 | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 27 | 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 | 62 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 62 | 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 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph Schroedel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7035493800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 King Street No 100 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (82 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Heather Wishart-Smith | |||||||||
| Pres.-Elect until 05/2020, President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Mark Handley Vice President | |||||||||
| until 05/2020, President-Elect | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Robert Keyser | |||||||||
| Vice President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Charles Perham Elected Dir | |||||||||
| until 05/2020, Vice President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Neal Wright | |||||||||
| Vice President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Wendell Barnes President | |||||||||
| until 05/2020, Past President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Marvin Fisher | |||||||||
| Past President - until 05/2020 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Harold Rosen | |||||||||
| Foundation President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 3.00 | ||
| Allison Ingram | |||||||||
| Treasurer - as of 11/2020 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Rich Khalil | |||||||||
| Treasurer - until 11/2020 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Craig Crotteau | |||||||||
| Counsel | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Norm Campbell | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeff Davis | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Pete Delano | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey Duplantis | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Angie Goral | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Anthony Higdon | |||||||||
| Regional VP - until 05/2020 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| R Scott Jarvis | |||||||||
| Regional VP - until 05/2020 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sharon Krock | |||||||||
| Regional VP - until 05/2020 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Miro Kurka | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Anita Larson Elected | |||||||||
| Dir. until 05/2020, Regional VP | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Alan Lucht | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jay Manik | |||||||||
| Regional VP - until 05/2020 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Cindy Miller | |||||||||
| Regional VP - until 05/2020 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tricia Muxlow | |||||||||
| Regional VP - until 05/2020 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dave Newkirk | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Russell Patterson | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Roberta Perry-Schlicher | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen Pranger | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jason Sweet | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Janette Tudor | |||||||||
| Regional VP - until 05/2020 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Eric Warner | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Carrie Ann Williams | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin Wilson | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lee Ann Zelesnikar | |||||||||
| Regional Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph Angell | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mario Burgos | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michelle Chambliss | |||||||||
| Comm. Council Chair - until 05/2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Cox | |||||||||
| Comm. Council Chair - until 05/2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ed Gauvreau | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dave Howe | |||||||||
| Comm. Council Chair - until 05/2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mike Huffstetler | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Amanda Jones | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Chris Knutson | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey Leonard | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Seth Lorimer | |||||||||
| Comm. Council Chair - until 05/2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Anne MacMillan | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joe Manous | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Victoria Mechtly | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| William Naughton | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jackie Olsommer | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tamara Olson | |||||||||
| Comm. Council Chair - until 05/2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Packard | |||||||||
| Comm. Council Chair - until 05/2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Caroline Roberts | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| James Romasz | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kurtis Schaaf | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Blair Schantz | |||||||||
| Comm. Council Chair - until 05/2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michelle Sipe Exaros | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Tomassoni | |||||||||
| Comm. Council Chair - until 05/2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rick Wice | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Zanardi | |||||||||
| Committee Council Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Cindy Lincicome Committee | |||||||||
| Council Chair - until 05/2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| John Accardi | |||||||||
| Elected Director - until 05/2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Bevins | |||||||||
| Elected Director - until 05/2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Adam Boubede Comm Council | |||||||||
| Chair until 05/2020, Elected Dir. | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sally Clark | |||||||||
| Elected Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Pat Coullahan | |||||||||
| Elected Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Darrow | |||||||||
| Elected Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Candis Hamilton | |||||||||
| Elected Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Houghton | |||||||||
| Elected Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Liz Parent | |||||||||
| Elected Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Ruch | |||||||||
| Elected Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Yvonne Lee | |||||||||
| Elected Director - until 05/2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Marci Snyder | |||||||||
| Elected Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J J Tang | |||||||||
| Elected Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Christine Tsai | |||||||||
| Elected Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Matt Turner | |||||||||
| Elected Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph Schroedel | |||||||||
| Executive Director | 40.00 | Yes (X) | $212,000 | $0 | $11,196 | 4.00 | |||
| William Hoffman | |||||||||
| Senior Accountant | 40.00 | Yes (X) | $93,590 | $0 | $8,701 | 4.00 | |||
| Ann McLeod | |||||||||
| Dir of MTGS, MKTG and Bus. Dev. | 40.00 | $165,679 | $0 | $23,247 | Yes (X) | ||||
| Stephen Karl | |||||||||
| Dir Of Communications & Editor | 40.00 | $137,892 | $0 | $19,512 | Yes (X) | ||||
| Natasha Rocheleau | |||||||||
| Dir of Operations | 40.00 | $107,056 | $0 | $20,990 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $716,217 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $83,646 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Netronix Corporation | |||||
| 5 Executive Court Suite 2 | South Barrington | IL | 60010 | Virtual event management | $255,052 |
| Lead Authorities Inc | |||||
| 1725 I St Suite 200 | Washington | DC | 20006 | Event speaker | $150,000 |
| Cummings Printing Company Inc | |||||
| 4 Peters Brock Drive | Hooksett | NH | 03106 | Printing services | $145,573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,908 | AllOtherContributionsAmt |
| Total Contributions | $3,908 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| Membership Dues | 900099 | $2,047,102 | $2,047,102 | ||
| Conference Registr./Sp | 900099 | $1,309,091 | $1,053,292 | $255,799 | |
| Society Publications | 541800 | $631,976 | $8,439 | $623,537 | |
| Continuing Education | 900004 | $7,800 | $7,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,995,969 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,104 | TotalRevenueColumnAmt |
| Exclusion | $147,104 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,641 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,641 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,641 | TotalRevenueColumnAmt |
| Exclusion | $39,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,251 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,315 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,936 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,936 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Web advertising | 900004 | $82,498 | $82,498 | |
| Misc. inco | 900099 | $11,571 | $11,571 | |
| Webinar advertising | 900004 | $199 | $199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $94,268 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,283,826 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,116,633 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $709,170 | UnrelatedBusinessRevenueAmt |
| Exclusion | $454,115 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,413 | TotalAmt |
| Program Services | $435,833 | ProgramServicesAmt |
| Management And General | $78,580 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,468,009 | TotalAmt |
| Program Services | $1,175,392 | ProgramServicesAmt |
| Management And General | $292,617 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,742 | TotalAmt |
| Program Services | $44,243 | ProgramServicesAmt |
| Management And General | $11,499 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,741 | TotalAmt |
| Program Services | $140,271 | ProgramServicesAmt |
| Management And General | $34,470 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,677 | TotalAmt |
| Program Services | $116,424 | ProgramServicesAmt |
| Management And General | $27,253 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,186 | TotalAmt |
| Program Services | $12,186 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,944 | TotalAmt |
| Program Services | $50,944 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,712 | TotalAmt |
| Management And General | $35,712 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,057 | TotalAmt |
| Program Services | $260,514 | ProgramServicesAmt |
| Management And General | $24,543 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,656 | TotalAmt |
| Program Services | $11,656 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,945 | TotalAmt |
| Program Services | $219,104 | ProgramServicesAmt |
| Management And General | $4,841 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,458 | TotalAmt |
| Program Services | $142,299 | ProgramServicesAmt |
| Management And General | $29,159 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,355 | TotalAmt |
| Program Services | $193,953 | ProgramServicesAmt |
| Management And General | $45,402 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,061 | TotalAmt |
| Program Services | $21,474 | ProgramServicesAmt |
| Management And General | $1,587 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,755 | TotalAmt |
| Program Services | $304,573 | ProgramServicesAmt |
| Management And General | $1,182 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,008 | TotalAmt |
| Program Services | $56,729 | ProgramServicesAmt |
| Management And General | $13,279 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,126 | TotalAmt |
| Program Services | $42,238 | ProgramServicesAmt |
| Management And General | $9,888 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Dues to Posts | $174,947 | $174,947 | |
| Production & printing | $172,419 | $167,077 | $5,342 |
| Other taxes & licenses | $31,293 | $25,357 | $5,936 |
| Awards & sponsorships | $30,233 | $30,023 | $210 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,593 | TotalAmt |
| Program Services | $17,497 | ProgramServicesAmt |
| Management And General | $4,096 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,268,330 | TotalAmt |
| Program Services | $3,642,734 | ProgramServicesAmt |
| Management And General | $625,596 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,443 | BOYAmt |
| EOY | $485,370 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,913 | BOYAmt |
| EOY | $555,599 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,570 | BOYAmt |
| EOY | $155,310 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237 | BOYAmt |
| EOY | $141 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,447 | BOYAmt |
| EOY | $432,332 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,533,155 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,249,293 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,753 | BOYAmt |
| EOY | $1,283,862 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,333,884 | BOYAmt |
| EOY | $6,161,830 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $927,534 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,408 | BOYAmt |
| EOY | $1,435,235 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,504,655 | BOYAmt |
| EOY | $11,437,213 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,096 | BOYAmt |
| EOY | $315,374 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,421,392 | BOYAmt |
| EOY | $1,336,811 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,056,060 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $331,295 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,734,488 | BOYAmt |
| EOY | $4,039,540 | 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 | $6,770,167 | BOYAmt |
| EOY | $7,397,673 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,770,167 | BOYAmt |
| EOY | $7,397,673 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,504,655 | BOYAmt |
| EOY | $11,437,213 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $15,496 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $612,010 | 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 | $27,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $3,908 | CurrentTaxYearAmt |
| Total | $31,647 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,515,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,838,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,657,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,046,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,116,633 | CurrentTaxYearAmt |
| Total | $28,175,079 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $255,799 | CurrentTaxYearAmt |
| Total | $255,799 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,543,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,838,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,657,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,046,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,376,340 | CurrentTaxYearAmt |
| Total | $28,462,525 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $540 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $19,836 | CurrentTaxYearAmt |
| Total | $33,003 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $176,196 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $161,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $615,552 | CurrentTaxYearAmt |
| Total | $1,093,112 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $177,172 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $161,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $635,388 | CurrentTaxYearAmt |
| Total | $1,126,115 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $27,336,410 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,457 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $184,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $170,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,104 | CurrentTaxYearAmt |
| Total | $846,430 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $212,821 | CurrentTaxYearAmt |
| Total | $471,544 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $256,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $224,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $257,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $220,170 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $359,925 | CurrentTaxYearAmt |
| Total | $1,317,974 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $11,571 | CurrentTaxYearAmt |
| Total | $11,571 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,799,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,063,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,914,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,267,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,747,836 | CurrentTaxYearAmt |
| Total | $29,792,070 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94410 | PublicSupportPY509Pct |
| Investment Income CY | 0.04420 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04030 | 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 | Misc income - 2020 Amount: $ 11,571. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $219,970 | OtherCostOrOtherBasisAmt |
| Book Value | $219,970 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,234,629 | OtherCostOrOtherBasisAmt |
| Depreciation | $834,975 | DepreciationAmt |
| Book Value | $399,654 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $583,690 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,214 | DepreciationAmt |
| Book Value | $567,476 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,086 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,923 | DepreciationAmt |
| Book Value | $34,163 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $430,780 | OtherCostOrOtherBasisAmt |
| Depreciation | $368,181 | DepreciationAmt |
| Book Value | $62,599 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,283,862 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Schwab S&P 500 (SWPPX), 16,154 shares | Desc |
| Book Value | $927,534 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $927,534 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Right of use lease asset | $1,386,400 |
| Due from affiliate | $48,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,435,235 | TotalBookValueOtherAssetsAmt |
| 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 | Management of SAME believes that it has no material uncertain tax positions and, accordingly, it did not recognize any liability for unrecognized taxes in its consolidated financial statements. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joseph Schroedel | ||||||||||||||
| Executive Director | $200,000 | $0 | $12,000 | $0 | $0 | $0 | $10,000 | $0 | $1,196 | $0 | $223,196 | $0 | $0 | $0 |
| Ann McLeod | ||||||||||||||
| Dir of MTGS, MKTG and Bus. Dev. | $159,999 | $0 | $5,680 | $0 | $0 | $0 | $7,716 | $0 | $15,531 | $0 | $188,926 | $0 | $0 | $0 |
| Stephen Karl | ||||||||||||||
| Dir Of Communications & Editor | $120,002 | $0 | $17,890 | $0 | $0 | $0 | $5,106 | $0 | $14,406 | $0 | $157,404 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | Bonuses were awarded for the officers, key employees, and highest compensated employees based on an appraisal of their performances. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | Any individual, private company, public agency, non-profit organization, academic institution can join the membership of SAME. An individual member may be classified as a Student Member, Young Member, Public Sector Member, Regular Member, Fully Retired Member, and Life Member. The following categories of membership for companies, non-profits organizations, academic institutions, and public agencies are: Sustaining Members, Public agency, Non-profit and Academic Institution Members, and Student Chapter Membership. |
| Form 990, Part VI, Section A, line 7a | The President appoints a Nominating Committee of seven Society Members (representing a cross-section of memberships) which nominates one or more candidates for election to the Board of Directors. In the case of a tie vote between two or more candidates for the same office, the members of the Board of Directors will decide by ballot. |
| Form 990, Part VI, Section A, line 7b | The membership (as described in Line 6) must approve any changes to SAME's constitution. |
| Form 990, Part VI, Section B, line 11b | After preparation by an independent CPA firm, the draft version of the federal Form 990 is reviewed by the Executive Director, Sr. Finance Manager, and members of the Audit Committee. The Form 990 is then posted to the section of the website that is available to all board members before it is filed with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy is reviewed annually by each officer, director, and employee and acknowledged in writing. The Executive Director monitors policy compliance with annual compliance statements and by responding to questions about the policy. Should a conflict arise, the officer, director, or employee may recuse himself/herself from involvement in or discussion or decision that he or she believe they have a conflict without going through the process to determine if a conflict exists. If a disclosure of a conflict is made and a review happens, during the review, the person who has the conflict is prohibited from participating in discussions until the conflict is resolved and disclosed as appropriate. |
| Form 990, Part VI, Section B, line 15 | SAME has established a compensation committee consisting of three board members; President (elected), Vice President (elected), and Past President (elected) to review the salary and compensation package of the Executive Director using various criteria. Salary surveys are reviewed annually. The compensation committee evaluates performance against major elements of the position description and determines the appropriate salary adjustments and bonus. Email documentation is provided on this determination. When hiring for director positions, the Executive Director and three other Directors review salary survey data, assessing the salaries of viable candidates for the position. Offers are made using salaries comparable to other same directors, taking individual scope and level of responsibilities into consideration. The last compensation review was undertaken in March, 2018. |
| Form 990, Part VI, Section C, line 19 | All SAME governing documents, including conflict of interest statements are available on SAME's website. Annual reports are also available on the website. Specific financial statements are available upon request directly to the outsourced CFO, Daniel Watford. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Society of American Military Engineers Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 King Street Suite 100 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811960637 | EIN |
| Primary Activities | to support educational and scientific purposes of SAME | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Society of American Military Engineers | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 |
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