SOCIETY OF WOMEN ENGINEERS: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SOCIETY OF WOMEN ENGINEERS (EIN 13-1947735)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-13
IRS object ID
201921339349302887
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2019-05-13T10:39:59-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362663358PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PORTE BROWN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1845 OAKTON STREETAddressLine1Txt
CityELK GROVE VILLAGECityNm
State AbbreviationILStateAbbreviationCd
ZIP60007ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131947735EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIETY OF WOMEN ENGINEERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOCIBusinessNameControlTxt
Phone3125965223PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1130 E RANDOLPH STREET NO 3500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN HORTINGPersonNm
Person TitleCEOPersonTitleTxt
Phone3125965223PhoneNum
Signature2019-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE G JONESPreparerPersonNm
PTINP00036312PTIN
Phone8479561040PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-01IPDt
IP Tm08:47:45IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdE0AB548CB18A6EB02791E7111ECEABEE93F814D0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKAREN HORTINGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1130 E RANDOLPH STREET NO 3500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$13,288,036GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSOCIETYOFWOMENENGINEERS.SWE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1950FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE SOCIETY'S MISSION IS TO STIMULATE WOMEN TO ACHIEVE FULL POTENTIAL IN CAREERS AS ENGINEERS AND LEADERS, EXPAND THE IMAGE OF THE ENGINEERING PROFESSION AS A POSITIVE FORCE IN IMPROVING THE QUALITY OF LIFE, AND DEMONSTRATE THE VALUE OF DIVERSITY.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee31TotalEmployeeCnt
Total Volunteers600TotalVolunteersCnt
Total Gross UBI$369,358TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,045,155PYContributionsGrantsAmt
CY Contributions Grants$2,825,687CYContributionsGrantsAmt
PY Program Service Revenue$7,312,567PYProgramServiceRevenueAmt
CY Program Service Revenue$8,737,155CYProgramServiceRevenueAmt
PY Investment Income$228,278PYInvestmentIncomeAmt
CY Investment Income$222,269CYInvestmentIncomeAmt
PY Other Revenue$293,439PYOtherRevenueAmt
CY Other Revenue$287,702CYOtherRevenueAmt
PY Total Revenue$10,879,439PYTotalRevenueAmt
CY Total Revenue$12,072,813CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,257,115PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,537,136CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$9,616,366PYOtherExpensesAmt
CY Other Expenses$10,362,160CYOtherExpensesAmt
PY Total Expenses$11,873,481PYTotalExpensesAmt
CY Total Expenses$12,899,296CYTotalExpensesAmt
PY Revenues Less Expenses-$994,042PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$826,483CYRevenuesLessExpensesAmt
Total Assets BOY$12,362,861TotalAssetsBOYAmt
Total Assets EOY$12,226,193TotalAssetsEOYAmt
Total Liabilities BOY$4,471,200TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,979,715TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,891,661NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,246,478NetAssetsOrFundBalancesEOYAmt
MissionTHE SOCIETY'S MISSION IS TO STIMULATE WOMEN TO ACHIEVE FULL POTENTIAL IN CAREERS AS ENGINEERS AND LEADERS, EXPAND THE IMAGE OF THE ENGINEERING PROFESSION AS A POSITIVE FORCE IN IMPROVING THE QUALITY OF LIFE, AND DEMONSTRATE THE VALUE OF DIVERSITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,016,999ExpenseAmt
Revenue$2,291,437RevenueAmt
DescYOUNG WOMEN ARE ENCOURAGED TO ENTER THE ENGINEERING FIELD. SCHOLARSHIPS WERE AWARDED TO FEMALE STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,904,500ExpenseAmt
Revenue$5,774,288RevenueAmt
DescSWE ANNUAL CONFERENCE IS THE LARGEST PROFESSIONAL DEVELOPMENT PROGRAM FOR FEMALE ENGINEERING STUDENTS AND ENGINEERS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$416,385ExpenseAmt
Revenue$589,774RevenueAmt
DescSWE MAGAZINE IS PUBLISHED BY THE SOCIETY OF WOMEN ENGINEERS FIVE TIMES PER YEAR AND SENT TO ALL MEMBERS AND OTHER INTERESTED PARTIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$8,337,884TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document41IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee31EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KUTCHINS ROBBINS AND DIAMONDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8472401040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 PERIMETER DRIVE SUITE 760AddressLine1Txt
CitySCHAUMBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP60173ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
INGRID ARAMBULA
DIRECTOR5.00Yes (X)$0$0$0
DAYNA JOHNSON
DIRECTOR5.00Yes (X)$0$0$0
HEATHER DOTY
TREASURER5.00Yes (X)$0$0$0Yes (X)
ALEXIS MCKITTRICK
SECRETARY5.00Yes (X)$0$0$0Yes (X)
LIBBY TAYLOR
DIRECTOR5.00Yes (X)$0$0$0
CHERI WILSON-CHAPPELLE
SPECIAL DIRECTOR5.00Yes (X)$0$0$0
KATE HULL
SPEAKER OF SENATE5.00Yes (X)$0$0$0
NATALIE VANDERSPIEGEL
DEPUTY SPEAKER5.00Yes (X)$0$0$0
RAINIA WASHINGTON
SPECIAL DIRECTOR5.00Yes (X)$0$0$0
JONNA GERKEN
PRESIDENT5.00Yes (X)$0$0$0Yes (X)
MICHELE O'SCHAUGHNESSY
DIRECTOR5.00Yes (X)$0$0$0
RACHEL MORFORD
DEPUTY DIRECTOR5.00Yes (X)$0$0$0
KAREN ROTH
DIRECTOR5.00Yes (X)$0$0$0
LISA RIMPF
DIRECTOR5.00Yes (X)$0$0$0
PENNY WIRSING
PRESIDENT ELECT5.00Yes (X)$0$0$0Yes (X)
KAREN HORTING
CEO40.00$269,326$0$39,312Yes (X)
PETER FINN
CLO40.00$203,550$0$35,700Yes (X)
PHILIP THAKADIYIL
CFO40.00$193,935$0$35,700Yes (X)
ANNE PERUSEK
DIRECTOR40.00$126,656$0$31,548Yes (X)
JENNIFER SCOTT
VICE PRESIDENT40.00$126,000$0$30,648Yes (X)
MARY CARRAVALLAH
DIRECTOR40.00$108,776$0$17,754Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,028,243TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$190,662TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DAVID JAMES GROUP
1 TRANS AM PLAZA DRIVE SUITE 300OAK BROOK TERRACEIL60181MARKETING$713,668
SHEPARD EXPOSITION SERVICES
400 E OHIO STREET SUITE 504CHICAGOIL60611SHOW MANAGEMENT FEES$335,255
ROC EXHIBITIONS
1963 UNIVERSITY LANELISLEIL60532SHOW MANAGEMENT FEES$275,683
SL PRU LLC
PO BOX 11429NEWARKNJ07101RENT$145,497
UNIDIVERSITY INC
2350 CINNAMON RIDGE RDCHARLOTTESVILLEVA22901ADVERTISING$144,853
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Membership Dues$1,370,106MembershipDuesAmt
All Other Contributions$1,455,581AllOtherContributionsAmt
Total Contributions$2,825,687TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CONFERENCE541900$5,772,288$5,772,288
PROGRAMS & SERVICES900099$2,359,352$2,359,352
PUBLICATIONS511120$605,515$236,157$369,358
FieldValueIRS element (for citing)
Total Program Service Revenue$8,737,155TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$226,446TotalRevenueColumnAmt
Exclusion$226,446ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,211,046SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,215,223SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$4,177SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,177TotalRevenueColumnAmt
Exclusion-$4,177ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business900099BusinessCd
Total Revenue Column$287,702TotalRevenueColumnAmt
Related Or Exempt Func Income$287,702RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$287,702OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,072,813TotalRevenueColumnAmt
Related Or Exempt Func Income$8,655,499RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$369,358UnrelatedBusinessRevenueAmt
Exclusion$222,269ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$888,957TotalAmt
Program Services$666,718ProgramServicesAmt
Management And General$222,239ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,103,040TotalAmt
Program Services$827,280ProgramServicesAmt
Management And General$275,760ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$111,931TotalAmt
Program Services$83,948ProgramServicesAmt
Management And General$27,983ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$289,764TotalAmt
Program Services$217,323ProgramServicesAmt
Management And General$72,441ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$143,444TotalAmt
Program Services$107,584ProgramServicesAmt
Management And General$35,860ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$77,895TotalAmt
Management And General$77,895ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$293,807TotalAmt
Program Services$267,211ProgramServicesAmt
Management And General$26,596ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,904,500TotalAmt
Program Services$3,904,500ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$166,381TotalAmt
Management And General$166,381ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
ADMINISTRATION$3,354,410$3,354,410
PROGRAMS AND SERVICES$1,312,277$1,312,277
MEMBERSHIP$520,749$301,847$218,902
PRINTING AND PUBLICATIO$416,385$416,385

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$315,756TotalAmt
Program Services$315,756ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,899,296TotalAmt
Program Services$8,337,884ProgramServicesAmt
Management And General$4,561,412ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$364,298BOYAmt
EOY$196,564EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$297,575BOYAmt
EOY$223,168EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$810,784BOYAmt
EOY$289,923EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$432,267BOYAmt
EOY$546,342EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,735,534LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$760,929LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,718,169BOYAmt
EOY$1,974,605EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,311,723BOYAmt
EOY$8,724,591EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$428,045BOYAmt
EOY$271,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,362,861BOYAmt
EOY$12,226,193EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$931,883BOYAmt
EOY$849,352EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,814,087BOYAmt
EOY$3,435,068EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$725,230BOYAmt
EOY$695,295EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,471,200BOYAmt
EOY$4,979,715EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,665,606BOYAmt
EOY$6,447,316EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,226,055BOYAmt
EOY$799,162EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,891,661BOYAmt
EOY$7,246,478EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,362,861BOYAmt
EOY$12,226,193EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$826,483ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$181,300NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,478,003CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,505,923CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,968,311CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,045,155CurrentTaxYearMinus1YearAmt
Current Tax Year$2,825,687CurrentTaxYearAmt
Total$13,823,079TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,869,857CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,622,656CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,384,201CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,771,006CurrentTaxYearMinus1YearAmt
Current Tax Year$8,737,155CurrentTaxYearAmt
Total$33,384,875TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,347,860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,128,579CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,352,512CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,816,161CurrentTaxYearMinus1YearAmt
Current Tax Year$11,562,842CurrentTaxYearAmt
Total$47,207,954TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$14,451CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,973CurrentTaxYearMinus1YearAmt
Current Tax Year$14,961CurrentTaxYearAmt
Total$42,385TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$14,451CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,973CurrentTaxYearMinus1YearAmt
Current Tax Year$14,961CurrentTaxYearAmt
Total$42,385TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$47,165,569PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$248,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$167,354CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$165,313CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$119,925CurrentTaxYearMinus1YearAmt
Current Tax Year$226,446CurrentTaxYearAmt
Total$927,715TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$248,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$167,354CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$165,313CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$119,925CurrentTaxYearMinus1YearAmt
Current Tax Year$226,446CurrentTaxYearAmt
Total$927,715TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,120CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,808CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,976CurrentTaxYearMinus2YearsAmt
Total$50,904TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$218,119CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$258,041CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$293,439CurrentTaxYearMinus1YearAmt
Current Tax Year$287,702CurrentTaxYearAmt
Total$1,057,301TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,623,657CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,524,860CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,788,842CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,229,525CurrentTaxYearMinus1YearAmt
Current Tax Year$12,076,990CurrentTaxYearAmt
Total$49,243,874TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95780PublicSupportCY509Pct
Public Support PY5090.95970PublicSupportPY509Pct
Investment Income CY0.01880InvestmentIncomeCYPct
Investment Income PY0.01920InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$108,953DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$108,953TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationSWE HAS CONTRACTED WITH THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS (ASME) TO ENGAGE IN LOBBYING ACTIVITIES ON BEHALF OF SWE. LOBBYING ACTIVITIES RELATE TO EDUCATIONAL ISSUES AFFECTING STEM (SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS), ENGINEERING IN GENERAL, AND THE PROMOTION OF THESE ISSUES TO WOMEN AND GIRLS.ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$243,190OtherCostOrOtherBasisAmt
Depreciation$24,894DepreciationAmt
Book Value$218,296BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,492,344OtherCostOrOtherBasisAmt
Depreciation$736,035DepreciationAmt
Book Value$1,756,309BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,974,605TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
SCHOLARSHIPS PAYABLE$271,000
DUE TO SWE ENDOWMENT FUND$33,295
CAPITAL LEASE$391,000
FieldValueIRS element (for citing)
Total Liability$695,295TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$12,254,113TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$181,300NetUnrealizedGainsInvstAmt
Revenue Not Reported$181,300RevenueNotReportedAmt
Revenue Subtotal$12,072,813RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$12,072,813TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$12,899,296TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$12,899,296ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$12,899,296TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE SOCIETY AND THE FUND HAVE ADOPTED THE PROVISIONS OF FASB ASC TOPIC 740, INCOME TAXES, RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE SOCIETY AND THE FUND FILE INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF ILLINOIS. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KAREN HORTING
CEO$269,326$0$0$0$0$0$16,584$0$22,728$0$308,638$0$0$0
PETER FINN
CLO$203,550$0$0$0$0$0$8,400$0$27,300$0$239,250$0$0$0
PHILIP THAKADIYIL
CFO$193,935$0$0$0$0$0$8,400$0$27,300$0$229,635$0$0$0
ANNE PERUSEK
DIRECTOR$126,656$0$0$0$0$0$8,820$0$22,728$0$158,204$0$0$0
JENNIFER SCOTT
VICE PRESIDENT$126,000$0$0$0$0$0$7,920$0$22,728$0$156,648$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6MEMBERSHIP IN SWE IS OPEN TO ALL WHO MEET THE MEMBERSHIP ELIGIBILITY CRITERIA, REGARDLESS OF RACE, CREED, COLOR, GENDER, AGE, NATIONAL ORIGIN, OR SEXUAL ORIENTATION. GRADES OF MEMBERSHIP INCLUDE: PROFESSIONAL, SENIOR, FELLOW, COLLEGIATE, HONORARY,ASSOCIATE, AND CORPORATE.
FORM 990, PART VI, SECTION A, LINE 7AMEMBERS WHOSE DUES ARE CURRENT AS OF MARCH 1 SHALL BE ELIGIBLE TO VOTE IN THE ANNUAL ELECTION. THE EXECUTIVE DIRECTOR SHALL BE RESPONSIBLE TO ENSURE THAT THE BALLOT, LISTING THE CANDIDATES PROPOSED BY THE NOMINATING COMITTEE AND ANY CANDIDATES WHO HAVE PROPERLY PETITIONED, SHALL BE SENT TO EACH VOTING MEMBER BY APRIL 1. NO MEMBER MAY BE NOMINATED FOR MORE THAN ONE OFFICE OR POSITION ON THE BALLOT.
FORM 990, PART VI, SECTION B, LINE 11BREVIEWED IN DETAIL BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS WITH AUDITOR. FINAL VERSION IS REVIEWED BY ENTIRE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICY IS REVIEWED ON A REGULAR BASIS AT BOARD OF DIRECTORS MEETINGS AND MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON A WRITTEN CONFLICT OF INTEREST STATEMENT
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS, WITH COMPARABILITY DATA FROM AN INDUSTRY BENCHMARKING SURVEY. FOR OTHER KEY EMPLOYEES, THE EXECUTIVE DIRECTOR DETERMINES COMPENSATION BASED ON THE GUIDELINES PROVIDED BY THE SUB-COMMITTEE OF THE BOARD OF DIRECTORS AND COMPARABILITY DATA FROM INDUSTRY BENCHMARKING SURVEY.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS MAY BE MADE AVAILABLE UPON REQUEST TO THE SOCIETY OF WOMEN ENGINEERS' OFFICE

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SWE ENDOWMENT FUND INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16011 CHESTNUT HOLLOW COURTAddressLine1Txt
CityCENTREVILLECityNm
State AbbreviationVAStateAbbreviationCd
ZIP20121ZIPCd
FieldValueIRS element (for citing)
EIN202761991EIN
Primary ActivitiesEDUCATIONAL SERVICE ORGANIZATIONPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 11PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SWE ENDOWMENT FUND INC
B$62,500CASH
SWE ENDOWMENT FUND INC
C$376,488CASH

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