2021-11-15T14:19:04-06:00 2020-12-31 111986323 Marcum LLP 1899 L Street NW Suite 850 Washington DC 20036 990 2020-01-01 530196491 Society of American Military Engineers SOCI 7035493800 1420 King Street No 100 Alexandria VA 22314 Joseph Schroedel Executive Director 7035493800 2021-11-15 1 Joseph Schroedel XXX-XX-XXXX Frank H Smith P00639053 2022274000 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z Joseph Schroedel 1420 King Street No 100 Alexandria VA 22314 4286141 0 1278 X www.same.org X 1924 DC Promote & facilitate engineering support for nat'l security among uniformed srvcs and related prof. 62 62 27 58 709170 212821 0 3908 7610479 3995969 374073 186745 101469 97204 8086021 4283826 74153 0 0 0 2474182 2356582 0 0 0 4888253 1911748 7436588 4268330 649433 15496 8504655 11437213 1734488 4039540 6770167 7397673 X 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. 0 0 1713537 1053292 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. 932004 2047102 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). 765203 8439 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. 231990 7800 Continuting education 231990 7800 3642734 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 20 0 1 27 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 62 62 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X Joseph Schroedel 7035493800 1420 King Street No 100 Alexandria VA 22314 Heather Wishart-Smith Pres.-Elect until 05/2020, President 5.00 X X 0 0 0 Mark Handley Vice President until 05/2020, President-Elect 3.00 X X 0 0 0 Robert Keyser Vice President 3.00 X X 0 0 0 Charles Perham Elected Dir until 05/2020, Vice President 3.00 X X 0 0 0 Neal Wright Vice President 3.00 X X 0 0 0 Wendell Barnes President until 05/2020, Past President 5.00 X X 0 0 0 Marvin Fisher Past President - until 05/2020 3.00 X X 0 0 0 Harold Rosen Foundation President 1.00 3.00 X X 0 0 0 Allison Ingram Treasurer - as of 11/2020 1.00 X X 0 0 0 Rich Khalil Treasurer - until 11/2020 1.00 X X 0 0 0 Craig Crotteau Counsel 1.00 X X 0 0 0 Norm Campbell Regional Vice President 2.00 X 0 0 0 Jeff Davis Regional Vice President 2.00 X 0 0 0 Pete Delano Regional Vice President 2.00 X 0 0 0 Jeffrey Duplantis Regional Vice President 2.00 X 0 0 0 Angie Goral Regional Vice President 2.00 X 0 0 0 Anthony Higdon Regional VP - until 05/2020 2.00 X 0 0 0 R Scott Jarvis Regional VP - until 05/2020 2.00 X 0 0 0 Sharon Krock Regional VP - until 05/2020 2.00 X 0 0 0 Miro Kurka Regional Vice President 2.00 X 0 0 0 Anita Larson Elected Dir. until 05/2020, Regional VP 1.00 X 0 0 0 Alan Lucht Regional Vice President 2.00 X 0 0 0 Jay Manik Regional VP - until 05/2020 2.00 X 0 0 0 Cindy Miller Regional VP - until 05/2020 2.00 X 0 0 0 Tricia Muxlow Regional VP - until 05/2020 2.00 X 0 0 0 Dave Newkirk Regional Vice President 2.00 X 0 0 0 Russell Patterson Regional Vice President 2.00 X 0 0 0 Roberta Perry-Schlicher Regional Vice President 2.00 X 0 0 0 Stephen Pranger Regional Vice President 2.00 X 0 0 0 Jason Sweet Regional Vice President 2.00 X 0 0 0 Janette Tudor Regional VP - until 05/2020 2.00 X 0 0 0 Eric Warner Regional Vice President 2.00 X 0 0 0 Carrie Ann Williams Regional Vice President 2.00 X 0 0 0 Kevin Wilson Regional Vice President 2.00 X 0 0 0 Lee Ann Zelesnikar Regional Vice President 2.00 X 0 0 0 Joseph Angell Committee Council Chair 1.00 X 0 0 0 Mario Burgos Committee Council Chair 1.00 X 0 0 0 Michelle Chambliss Comm. Council Chair - until 05/2020 1.00 X 0 0 0 Richard Cox Comm. Council Chair - until 05/2020 1.00 X 0 0 0 Ed Gauvreau Committee Council Chair 1.00 X 0 0 0 Dave Howe Comm. Council Chair - until 05/2020 1.00 X 0 0 0 Mike Huffstetler Committee Council Chair 1.00 X 0 0 0 Amanda Jones Committee Council Chair 1.00 X 0 0 0 Chris Knutson Committee Council Chair 1.00 X 0 0 0 Jeffrey Leonard Committee Council Chair 1.00 X 0 0 0 Seth Lorimer Comm. Council Chair - until 05/2020 1.00 X 0 0 0 Anne MacMillan Committee Council Chair 1.00 X 0 0 0 Joe Manous Committee Council Chair 1.00 X 0 0 0 Victoria Mechtly Committee Council Chair 1.00 X 0 0 0 William Naughton Committee Council Chair 1.00 X 0 0 0 Jackie Olsommer Committee Council Chair 1.00 X 0 0 0 Tamara Olson Comm. Council Chair - until 05/2020 1.00 X 0 0 0 David Packard Comm. Council Chair - until 05/2020 1.00 X 0 0 0 Caroline Roberts Committee Council Chair 1.00 X 0 0 0 James Romasz Committee Council Chair 1.00 X 0 0 0 Kurtis Schaaf Committee Council Chair 1.00 X 0 0 0 Blair Schantz Comm. Council Chair - until 05/2020 1.00 X 0 0 0 Michelle Sipe Exaros Committee Council Chair 1.00 X 0 0 0 Mark Tomassoni Comm. Council Chair - until 05/2020 1.00 X 0 0 0 Rick Wice Committee Council Chair 1.00 X 0 0 0 Mark Zanardi Committee Council Chair 1.00 X 0 0 0 Cindy Lincicome Committee Council Chair - until 05/2020 1.00 X 0 0 0 John Accardi Elected Director - until 05/2020 1.00 X 0 0 0 Robert Bevins Elected Director - until 05/2020 1.00 X 0 0 0 Adam Boubede Comm Council Chair until 05/2020, Elected Dir. 1.00 X 0 0 0 Sally Clark Elected Director 1.00 X 0 0 0 Pat Coullahan Elected Director 1.00 X 0 0 0 Michael Darrow Elected Director 1.00 X 0 0 0 Candis Hamilton Elected Director 1.00 X 0 0 0 Richard Houghton Elected Director 1.00 X 0 0 0 Liz Parent Elected Director 1.00 X 0 0 0 Robert Ruch Elected Director 1.00 X 0 0 0 Yvonne Lee Elected Director - until 05/2020 1.00 X 0 0 0 Marci Snyder Elected Director 1.00 X 0 0 0 J J Tang Elected Director 1.00 X 0 0 0 Christine Tsai Elected Director 1.00 X 0 0 0 Matt Turner Elected Director 1.00 X 0 0 0 Joseph Schroedel Executive Director 40.00 4.00 X 212000 0 11196 William Hoffman Senior Accountant 40.00 4.00 X 93590 0 8701 Ann McLeod Dir of MTGS, MKTG and Bus. Dev. 40.00 X 165679 0 23247 Stephen Karl Dir Of Communications & Editor 40.00 X 137892 0 19512 Natasha Rocheleau Dir of Operations 40.00 X 107056 0 20990 716217 0 83646 4 0 1 0 Netronix Corporation 5 Executive Court Suite 2 South Barrington IL 60010 Virtual event management 255052 Lead Authorities Inc 1725 I St Suite 200 Washington DC 20006 Event speaker 150000 Cummings Printing Company Inc 4 Peters Brock Drive Hooksett NH 03106 Printing services 145573 3 3908 3908 Membership Dues 900099 2047102 2047102 Conference Registr./Sp 900099 1309091 1053292 255799 Society Publications 541800 631976 8439 623537 Continuing Education 900004 7800 7800 3995969 147104 147104 39641 0 39641 39641 39641 5251 2315 2936 2936 Web advertising 900004 82498 82498 Misc. inco 900099 11571 11571 Webinar advertising 900004 199 199 94268 4283826 3116633 709170 454115 514413 435833 78580 1468009 1175392 292617 55742 44243 11499 174741 140271 34470 143677 116424 27253 12186 12186 50944 50944 35712 35712 285057 260514 24543 11656 11656 223945 219104 4841 171458 142299 29159 239355 193953 45402 23061 21474 1587 305755 304573 1182 70008 56729 13279 52126 42238 9888 Dues to Posts 174947 174947 Production & printing 172419 167077 5342 Other taxes & licenses 31293 25357 5936 Awards & sponsorships 30233 30023 210 21593 17497 4096 4268330 3642734 625596 0 275443 485370 652913 555599 301570 155310 237 141 223447 432332 2533155 1249293 696753 1283862 6333884 6161830 0 927534 20408 1435235 8504655 11437213 313096 315374 1421392 1336811 0 2056060 0 331295 1734488 4039540 X 6770167 7397673 6770167 7397673 8504655 11437213 15496 612010 0 X 0 1 X 1 0 X 27739 3908 31647 5515466 5838643 6657340 7046997 3116633 28175079 255799 255799 5543205 5838643 6657340 7046997 3376340 28462525 11651 976 540 19836 33003 176196 139646 161718 615552 1093112 11651 177172 140186 161718 635388 1126115 27336410 159457 184477 184432 170960 147104 846430 96577 40279 72657 49210 212821 471544 256034 224756 257089 220170 359925 1317974 11571 11571 5799239 6063399 6914429 7267167 3747836 29792070 0.91760 0.94410 0.04420 0.04030 X Schedule A, Part III, Line 12, Explanation of Other Income: Misc income - 2020 Amount: $ 11,571. 219970 219970 1234629 834975 399654 583690 16214 567476 64086 29923 34163 430780 368181 62599 1283862 Schwab S&P 500 (SWPPX), 16,154 shares 927534 F 927534 Right of use lease asset 1386400 Due from affiliate 48835 1435235 X Part X, Line 2: 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. X X X 0 0 0 0 0 0 0 1 0 Joseph Schroedel Executive Director 200000 0 12000 0 0 0 10000 0 1196 0 223196 0 0 0 Ann McLeod Dir of MTGS, MKTG and Bus. Dev. 159999 0 5680 0 0 0 7716 0 15531 0 188926 0 0 0 Stephen Karl Dir Of Communications & Editor 120002 0 17890 0 0 0 5106 0 14406 0 157404 0 0 0 Part I, Line 7 Bonuses were awarded for the officers, key employees, and highest compensated employees based on an appraisal of their performances. 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. Society of American Military Engineers Foundation 1420 King Street Suite 100 Alexandria VA 22314 811960637 to support educational and scientific purposes of SAME DC 501(c)(3) Line 12a, I Society of American Military Engineers 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0