2020-02-10T16:00:10-06:00 2019-03-31 350921680 CROWE LLP 750 N St Paul Suite 850 Dallas TX 75201 990 2018-04-01 752001539 Society of Petroleum Engineers Inc SOCI 9729529393 222 Palisades Creek Drive Richardson TX 75080 Steven Byrne Chief Financial Officer 2020-02-10 true Jackie Coburn P00244301 2147775200 2018 2020-09-23 17:36:50Z Mark A Rubin 222 Palisades Creek Drive Richardson TX 75080 47111936 false X www.spe.org X 1984 TX The Society of Petroleum Engineers (SPE) is a not-for-profit professional association whose members are engaged in energy resources development and production. SPE serves approximately 154,000 members in 128 countries worldwide. SPE is a key resource for technical knowledge related to the oil and gas exploration and production industry and provides services through its publications, events, training courses, and online resources at www.spe.org. 24 24 166 5700 2380744 8522 2336057 1964614 41025551 41861069 1578738 1526380 367023 490851 45307369 45842914 1200043 1074735 0 16497111 18972371 0 66275 26211377 23378353 43908531 43425459 1398838 2417455 71615723 74519860 25516110 27248737 46099613 47271123 The mission of the Society of Petroleum Engineers (SPE) is to Collect, disseminate, and exchange technical knowledge concerning the exploration, development and production of oil and gas resources, and related technologies for the public benefit, and to provide opportunities for professionals to enhance their technical and professional competence. false false 29890516 1074735 39960785 THE SOCIETY OF PETROLEUM ENGINEERS (SPE) SERVES 156,000 professional and student members AND PROVIDES TECHNICAL TRAINING AND RESOURCES AS FOLLOWS: MEETINGS, CONFERENCES AND TRAINING - INCLUDES TECHNICAL SESSIONS, WORKSHOPS, SYMPOSIUMS AND TRAINING COURSES; MEMBERSHIP SERVICES - INCLUDES SPE.ORG, MEMBER BENEFITS, AND MEMBER DIRECTORY; PUBLICATIONS - INCLUDES TECHNICAL JOURNALS, MONOGRAMS, BOOKS AND ACCESSORIES. U.S. SECTION ACTIVITY FOR MEETINGS, EDUCATIONAL COURSES, DONATIONS, SCHOLARSHIPS, AND OTHER EVENTS. 29890516 true true false false false false false false false true false false true false true false true false true true false true false false false false false true true false false false false false false false false false false false false false true true true false false true X 163 0 true 166 true true true true MY AE UK BR CA EG false false false false true false false false false false X 24 24 false false true false true true false true true false true true true true true true true true true false false X Steven Byrne 9729529407 222 Palisades Creek Drive Richardson TX 75080 Darcy Spady 2018 SPE President 1.0 X X 0 0 0 Sami Al-Nuaim 2019 SPE President 1.0 X X 0 0 0 Shauna Noonan 2020 SPE President 1.0 X X 0 0 0 Janeen Judah 2017 SPE President - Term Expired 9/26/2018 1.0 X X 0 0 0 Roland Moreau VP - Finance Term Expired 9/26/2018 1.0 X X 0 0 0 Faisal Al-Nughaimish RD - Middle East 1.0 X 0 0 0 Steve Cheung RD - North America 1.0 X 0 0 0 Nasir Darman RD - Asia Pacific 1.0 X 0 0 0 Birol Dindoruk TD - Management & Information 1.0 X 0 0 0 Jean-Marc Dumas RD - South Central Eastern Europe 1.0 X 0 0 0 Johana Dunlop TD - HSSESR 1.0 X 0 0 0 Ivor Ellul RD -North America 1.0 X 0 0 0 Joe Frantz RD - Eastern North America 1.0 X 0 0 0 Ramona Graves Director - Academia 1.0 X 0 0 0 Karl Ludvig Heskestad RD - North Sea 1.0 X 0 0 0 Omowumi Iledare RD - Africa 1.0 X 0 0 0 Chris Jenkins RD - Mid-Continent North America 1.0 X 0 0 0 Aizhana Jussupbekova RD - Russia & Caspian 1.0 X 0 0 0 Cam Matthews RD - Canadian 1.0 X 0 0 0 Jeff Moss TD - Drilling 1.0 X 0 0 0 Erdal Ozkan TD - Reservoir 1.0 X 0 0 0 Terry Palisch TD - Completions 1.0 X 0 0 0 Cesar Patino RD - South America & Caribbean 1.0 X 0 0 0 Hisham Saadawi TD - Production & Facilities 1.0 X 0 0 0 TK Sengupta RD - South Asia & Pacific 1.0 X 0 0 0 Helena Wu Director At-Large 1.0 X 0 0 0 Adeyemi Akinlawon RD-Africa Region - Term Expired 9/26/2018 1.0 X 0 0 0 Tom Blasingame TD - Reservoir Description and Dynamics - Term Expired 9/26/2018 1.0 X 0 0 0 J Roger Hite RD-Gulf Coast North America - Term Expired 9/26/2018 1.0 X 0 0 0 Erin McEvers RD-Rocky Mountain N America - Term Expired 9/26/2018 1.0 X 0 0 0 Jennifer Miskimins TD-Production and Operations - Term Expired 9/26/2018 1.0 X 0 0 0 Andrei Popa RD-Western North America - Term Expired 9/26/2018 1.0 X 0 0 0 Phongsthorn Thavisin RD-Northern Asia Pacific - Term Expired 9/26/2018 1.0 X 0 0 0 Khalid Zainalabedin RD-Middle East - Term Expired 9/26/2018 1.0 X 0 0 0 Mark A Rubin CEO and Executive VP 40.0 X 536300 0 48842 Stephen Graham Chief Operating Officer 40.0 X 383716 0 45692 Steven Byrne Chief Financial Officer 40.0 X 273473 0 38190 John Boden VP Information and Member Services 40.0 X 276130 0 15110 Glenda Smith VP - Communications 40.0 X 240363 0 23497 Judy Johnston General Counsel 40.0 X 226947 0 23518 Leigh Ann Runyan Managing Director - North America 40.0 X 224968 0 32717 Jane Boyce MD-Member Services 40.0 X 219083 0 31834 John Donnelly Director- Magazines 40.0 X 204508 0 42294 Craig Moritz Assistant Director - Americas Sales & Exhibition (until 11/2018) 40.0 X 186961 0 29333 Kirk Colligan Sr. Exhibits & Sponsorship Sales Representative 40.0 X 159716 0 28232 Rebekah Stacha Assistant Director - Technical Publications 40.0 X 155015 0 19794 Maria Ferreira Director - Latin America 40.0 X 148373 0 20115 Jason Plotkin Sales Manager Exhibits and Sponsorship 40.0 X 146925 0 13587 Mike Schlottman Sr. Systems Architect 40.0 X 139579 0 40985 Cordella Gillett Former SPE Asia Managing Director 40.0 X 178600 0 0 3700657 0 453740 39 true true false Freeman Audio Visual Solutions 1600 Viceroy Dr Suite 100 Dallas TX 75235 Exhibition Show Management 805724 Marriott Business Services PO Box 402642 Atlanta GA 303842642 Conference Room and Catering 713326 UKP Worlwide Unit 18-19 Womal Park Buckinghamshire England UK HP189JX International Postage 664242 Freeman Companies 1600 Viceroy Dr Suite 100 Dallas TX 75235 Exhibition Show Management 503875 Centerplate Catering 650 South Griffin Street Dallas TX 75202 Annual Technical Conference Catering 370695 32 X 1655850 308764 1964614 MEETINGS 561000 20216597 20216597 PUBLICATIONS 541800 5212811 2843318 2369493 MEMBERS DUES/ASSESSMENTS 900099 7567878 7567878 US CHAPTER REVENUE 541800 4832082 4832082 MANAGEMENT FEES 900099 3309961 3309961 721740 721740 0 0 41861069 818913 11251 807662 21864 21864 67208 67430 -222 0 -222 -222 1734700 8500 911843 123890 822857 -115390 707467 707467 623143 165859 457284 457284 Salary Survey Revenue 900099 11925 11925 0 0 0 0 11925 45842914 39960785 2380744 1536771 1027235 1027235 47500 47500 3078170 1556961 1513313 7896 12292113 6217442 6043139 31532 685581 346772 337051 1758 1793394 907113 881681 4600 1123113 568079 552153 2881 61428 31071 30200 157 151265 76511 74366 388 31514 31514 276471 139841 135921 709 255188 255188 355091 179608 174572 911 327345 165573 160932 840 705609 356902 346897 1810 1190622 602226 585342 3054 5653220 5653220 1844358 932890 906737 4731 75161 38017 36951 193 PUBLICATIONS 3530969 3530969 DUES & MEMBERS PROGRAMS 3661720 3661720 U.S. SECTIONS EXPENSES 2882153 2402290 479863 Related Org. Staff Reimbursement 1157787 585617 569200 2970 1218452 862959 353648 1845 43425459 29890516 13468668 66275 600 600 7743189 7009042 3971079 5227498 0 0 0 0 1952320 1873657 1625146 2075823 29574581 19636823 11608260 9937758 30345414 34685374 2511529 2401385 0 11858186 11308723 71615723 74519860 13361938 14164419 12154172 13084318 0 0 0 0 25516110 27248737 X 44224087 45390723 998442 1000816 877084 879584 46099613 47271123 71615723 74519860 X 2417455 219698 -1465643 X false true X true false X 3434812 3298148 737882 2336057 1964614 11771513 47239350 47841683 37785259 38968681 40126644 211961617 0 0 0 50674162 51139831 38523141 41304738 42091258 223733130 0 0 6265 3175 1855 11295 0 0 0 0 0 0 0 0 6265 3175 1855 11295 223721835 1337562 1129466 978511 745412 896734 5087685 0 0 0 0 0 0 1337562 1129466 978511 745412 896734 5087685 627177 6469 10143 74108 9522 727419 0 0 9399 0 0 9399 52638901 52275766 39521194 42124258 42997514 229557633 0.9746 0.9713 0.0222 0.0206 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - , COLUMN B - , COLUMN C - 9399.0, COLUMN D - , COLUMN E - , COLUMN F - 9399.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1085675 1085675 10243012 3071793 7171219 140232 140232 0 13952921 12550823 1402098 4152741 3873975 278766 9937758 Interest in Net Assets of Related Foundation 11180386 Investments in Subsidiaries 128337 11308723 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Company is exempt from federal income tax under Section 501 (c)(3) of the Internal Revenue Code as a public charity. However, the Company is subject to income taxes on any unrelated business income that is derived from activities not in furtherance of its exempt purposes. The Company's unrelated business income consists principally of advertising income. The subsidiaries are also exempt from local taxes in their respective countries. The Company recognizes interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. Management believes there are no material uncertain tax positions nor have any penalties and interest been recognized or accrued for the years ended March 31, 2019 and 2018, and accordingly, there is no liability for unrecognized tax benefits. The Company does not expect the total amount of unrecognized tax benefits to change significantly in the next 12 months. true East Asia and the Pacific 1 36 Program Services MEETINGS AND TRAINING COURSES 9353 East Asia and the Pacific 0 0 Grantmaking 10000 East Asia and the Pacific 0 0 ,Investment 2785334 East Asia and the Pacific 0 0 ,Travel to foreign affiliates 32804 Middle East and North Africa 0 0 Grantmaking 5000 Middle East and North Africa 0 0 ,Investment 16302100 Middle East and North Africa 0 0 ,Travel to foreign affiliates 488718 Russia and Neighboring States 0 0 Grantmaking 5000 Russia and Neighboring States 0 0 ,Travel to foreign affiliates 63624 South Asia 0 0 Grantmaking 5000 South Asia 0 0 ,Travel to foreign affiliates 125209 Sub-Saharan Africa 0 0 Grantmaking 5000 Sub-Saharan Africa 0 0 ,Travel to foreign affiliates 11610 South America 0 0 Grantmaking 7500 South America 0 0 ,Travel to foreign affiliates 173733 Europe (Including Iceland and Greenland) 0 0 Grantmaking 10000 Europe (Including Iceland and Greenland) 0 0 ,Investment 9407855 Europe (Including Iceland and Greenland) 0 0 ,Travel to foreign affiliates 460432 North America (Canada & Mexico only) 0 0 ,Investment 683787 North America (Canada & Mexico only) 0 0 ,Travel to foreign affiliates 67191 1 36 0 0 1 36 20039985 10619265 30659250 SCHOLARSHIPS East Asia and the Pacific 2 10000 Cash Payment SCHOLARSHIPS South Asia 1 5000 Cash Payment SCHOLARSHIPS Europe (Including Iceland and Greenland) 3 10000 Cash Payment SCHOLARSHIPS Middle East and North Africa 1 5000 Cash Payment SCHOLARSHIPS Russia and Neighboring States 1 5000 Cash Payment SCHOLARSHIPS South America 2 7500 Cash Payment SCHOLARSHIPS Sub-Saharan Africa 1 5000 Cash Payment false false true false false true Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds Scholarships and grants made outside the united states are provided to recipients based upon stated qualifications and are monitored through required submission of grades and proof of enrollments. Schedule F, Part I, Line 3 METHOD TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS EXPENDITURES IN ALL REGIONS ARE ACCOUNTED FOR ON THE ACCRUAL BASIS. Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS Scholarships and grants made outside the united states are provided to recipients based upon stated qualifications and are monitored through required submission of grades and proof of enrollments. true SCHOLARSHIPS 5 25000 US SECTION SCHOLARSHIPS 408 1002235 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. SCHOLARSHIPS ARE PROVIDED TO RECIPIENTS BASED UPON STATED QUALIFICATIONS, AND ARE MONITORED THROUGH REQUIRED SUBMISSION OF GRADES AND PROOF OF ENROLLMENT. X true true X X X false false false false false false false true false Mark A Rubin CEO and Executive VP 438197 0 97825 0 278 0 26950 0 21892 0 585142 0 0 0 Stephen Graham Chief Operating Officer 325429 0 57845 0 442 0 22133 0 23559 0 429408 0 0 0 Steven Byrne Chief Financial Officer 224592 0 48593 0 288 0 14631 0 23559 0 311663 0 0 0 John Boden VP Information and Member Services 228937 0 47045 0 148 0 15110 0 0 0 291240 0 0 0 Glenda Smith VP - Communications 196980 0 34099 0 9284 0 13726 0 9771 0 263860 0 0 0 Judy Johnston General Counsel 200121 0 26399 0 427 0 13387 0 10131 0 250465 0 0 0 Leigh Ann Runyan Managing Director - North America 196699 0 27921 0 348 0 13394 0 19323 0 257685 0 0 0 Jane Boyce MD-Member Services 185686 0 32577 0 820 0 12592 0 19242 0 250917 0 0 0 John Donnelly Director- Magazines 169094 0 34972 0 442 0 11797 0 30497 0 246802 0 0 0 Craig Moritz Assistant Director - Americas Sales & Exhibition (until 11/2018) 151393 0 17710 0 17858 0 11748 0 17585 0 216294 0 0 0 Kirk Colligan Sr. Exhibits & Sponsorship Sales Representative 63207 0 96482 0 27 0 10409 0 17823 0 187948 0 0 0 Rebekah Stacha Assistant Director - Technical Publications 138427 0 16495 0 93 0 9240 0 10554 0 174809 0 0 0 Maria Ferreira Director - Latin America 134619 0 13606 0 148 0 9131 0 10984 0 168488 0 0 0 Jason Plotkin Sales Manager Exhibits and Sponsorship 54737 0 92180 0 8 0 4366 0 9221 0 160512 0 0 0 Mike Schlottman Sr. Systems Architect 133338 0 6098 0 143 0 9560 0 31425 0 180564 0 0 0 Cordella Gillett Former SPE Asia Managing Director 178600 0 0 0 0 0 0 0 0 0 178600 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel There is no charter travel. Directors are allowed to fly business class or first class for flights that exceed 8 hours. Senior managers can fly first or business class if the flight is over 8 hours. This is not treated as taxable income to the individual. Schedule J, Part I, Line 7 Non-fixed payments BONUS PAYMENTS ARE MADE BASED ON EXECUTIVES PERFORMANCE AGAINST THE INDIVIDUAL'S ANNUAL GOALS. A DISCRETIONARY COMPONENT MAY BE ADDED TO THE BONUS. BONUSES ARE REVIEWED BY THE COMPENSATION COMMITTEE. Form 990, Part VI, Line 15b Compensation of other Officers and Key Employees The SPE Compensation Committee annually reviews and approves salary increases for the Executive Team, which includes the CEO, COO, CFO, VP of Communications, VP of Sales and Marketing and VP of IT and Member Services. OFFICER COMPENSATION WAS REVIEWED IN THE FISCAL YEAR AND APPROVED BY THE GOVERNING BODY. While the Compensation Committee and Governing Body review and approve compensation for the positions listed above, COMPARABLE COMPENSATION INFORMATION WAS NOT USED FOR OFFICERS and Key employees. THE RESULTS OF THE REVIEW WERE CONTEMPORANEOUSLY DOCUMENTED. Form 990, Part VI, Line 4 Significant changes to organizational documents The Vice President of Finance was removed from the list of officers of the organization. Form 990, Part VI, Line 6 Classes of members or stockholders The organization is organized as a nonprofit with members who, pursuant to the organization's governing documents, have the right to participate in the organization's governance. THE MEMBER RIGHTS INCLUDE: 1) TO BE REPRESENTED IN AND TO PARTICIPATE IN, THE WORK OF THE SOCIETY WITH THE RIGHT TO VOTE; 2) TO STAND FOR ELECTION, AND TO NOMINATE CANDIDATES, TO SECTION A, ALL OFFICIAL BODIES OF THE SOCIETY; 3) TO SUBMIT PROPOSALS TO THE SOCIETY AND TO OTHER BODIES OF THE SOCIETY; and 4) TO ASSEMBLE IN SECTIONS OR CHAPTERS FOR THE ENJOYMENT OF THE INDIVIDUAL MEMBERS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body See Narrative for Form 990, Part VI, Line 6 Form 990, Part VI, Line 11b Review of form 990 by governing body THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS; THE RETURN IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM, CROWE LLP, AND IS REVIEWED BY THE ORGANIZATION'S CFO. THE BOARD MEMBER SERVING AS VP OF FINANCE REVIEWS THE FORM 990 ON BEHALF OF THE AUDIT COMMITTEE. PRIOR TO FILING WITH THE IRS THE BOARD IS PROVIDED A COPY OF THE FINAL FORM 990 VIA POSTING TO THE BOARD WEBPORTAL. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION REGULARLY AND CONSISTENTLY ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY VIA ITS INTERNAL AUDIT PROCESSES. THE INTERNAL AUDIT DEPARTMENT MONITORS THE CONTRACTING AND DISBURSEMENT PROCESS TO ENSURE THAT NO CONTRACTS ARE ISSUED, OR PAYMENTS MADE, TO PERSONS OR ENTITIES THAT WOULD HAVE A CONFLICT OF INTEREST. SPE HAS A POLICY PROHIBITING CONFLICTS OF INTEREST. BOARD MEMBERS AND DIRECTORS OF THE ORGANIZATION ARE AWARE OF THE POLICY AND HAVE AGREED TO ABIDE BY IT. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE SPE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, ALL OF WHOM ARE INDEPENDENT, ANNUALLY REVIEW AND APPROVE ALL SALARY INCREASES FOR EXECUTIVE DIRECTOR AND STAFF DIRECTORS BASED ON SURVEY DATA. THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED CONTEMPORANEOUSLY BY THE COMMITTEE. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. Form 990, Part VIII, Line 2f Other Program Service Revenue Global Training - Total Revenue: 721740, Related or Exempt Function Revenue: 721740, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Net Asset of Related Foundation - -550063; Capital Adjustment - -915580; SPE EUROPE LTD EUROPE REGIONAL OFFICE OF SPE UK 501(c)(3) 11 SOCIETY OF PETROLEUM ENGINEERS INC true SPE CANADA 1410 715 - 5th Ave SW CALGARY ALBERTA CA T2P2X6 CANADA REGIONAL OFFICE OF SPE CA 501(c)(3) 11 SOCIETY OF PETROLEUM ENGINEERS INC true SPE MIDDLE EAST MIDDLE EAST, NORTH AFRICA, SOUTH ASIA REGIONAL OFFICE OF SPE AE 501(c)(3) 11 SOCIETY OF PETROLEUM ENGINEERS INC true SPE Asia Pacific (M) SDN Bhd MALAYSIA REGIONAL OFFICE OF SPE MY SOCIETY OF PETROLEUM ENGINEERS INC C Corporation 2229381 3210551 1 true SPE BRASIL EVENTOS LTDA RUA TEIXEIRA DE FREITAS 31 RIO DE JANEIRO CEP BR 20021902 EVENTS AND CONFERENCES BR SOCIETY OF PETROLEUM ENGINEERS INC C Corporation 0 1204658 0.999 true SPE Trading Ltd Oil & Gas Event Organizing UK SPE Europe Ltd C Corporation 54078 2611647 1 true SPE Ventures Ltd Oil & Gas Event Organizing UK SPE Europe Ltd C Corporation 3278380 2380237 1 true E&P Events LLP Gateway House 28 The Quadrant Richmond Surrey UK TW91DN Oil & Gas Event Organizing UK SPE Trading Ltd C Corporation 65146 211648 0.5 false false false true false false false false false false false false true true false false true true false false SPE EUROPE LTD Q 546973 Accrual SPE EUROPE LTD P 1021456 ACCRUAL SPE CANADA Q 106280 ACCRUAL SPE CANADA P 159976 ACCRUAL SPE Asia Pacific (M) SDN Bhd Q 114173 ACCRUAL SPE Asia Pacific (M) SDN Bhd P 177494 ACCRUAL SPE MIDDLE EAST Q 598693 Accrual SPE MIDDLE EAST P 178710 Accrual