SOCIETY FOR MINING METALLURGY AND EXPLORATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY FOR MINING METALLURGY AND EXPLORATION INC (EIN 74-2338444)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-02-15
- IRS object ID
- 201930469349301113
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-15T09:12:13-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840702965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WhippleWood CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11852 Shaffer Dr Bldg B | AddressLine1Txt |
| City | Littleton | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742338444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Society for Mining Metallurgy and Explor | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 3039484200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12999 E Adam Aircraft Circle | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801124167 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David L Kanagy | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 3039484200 | PhoneNum |
| Signature | 2019-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard J Whipple Jr CPA | PreparerPersonNm |
| PTIN | P00102771 | PTIN |
| Phone | 3039897600 | PhoneNum |
| Preparation | 2019-02-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.77.118.76 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-14 | IPDt |
| IP Tm | 14:25:54 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FE9FBC554B847E9B74C8D7E78EE188766FAFE403 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | David L Kanagy | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12999 E Adam Aircraft Circle | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801124167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,806,819 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.smenet.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1871 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | To assist in the dissemination of scientific, educational, and technical materials. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 53 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $998,583 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$105,304 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $281,127 | PYContributionsGrantsAmt |
| CY Contributions Grants | $147,562 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,322,864 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,897,162 | CYProgramServiceRevenueAmt |
| PY Investment Income | $724,848 | PYInvestmentIncomeAmt |
| CY Investment Income | $694,883 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,549,893 | PYOtherRevenueAmt |
| CY Other Revenue | $1,462,295 | CYOtherRevenueAmt |
| PY Total Revenue | $11,878,732 | PYTotalRevenueAmt |
| CY Total Revenue | $10,201,902 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $680,548 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $450,667 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,517,162 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,767,619 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,476,650 | PYOtherExpensesAmt |
| CY Other Expenses | $5,171,056 | CYOtherExpensesAmt |
| PY Total Expenses | $11,674,360 | PYTotalExpensesAmt |
| CY Total Expenses | $10,389,342 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $204,372 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$187,440 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,689,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,083,883 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,626,501 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,646,160 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,062,734 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,437,723 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To assist in the dissemination of scientific, educational, and technical materials. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,919,037 | ExpenseAmt |
| Grant | $13,500 | GrantAmt |
| Revenue | $8,343,972 | RevenueAmt |
| Desc | Publications: Include technical books, journals, reprints, and monographs. Meetings: Include technical sessions, education, and symposia. Member services: Include services to members, mining industry, and educational institutions. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,490,030 | ExpenseAmt |
| Grant | $437,167 | GrantAmt |
| Desc | SME & WAAIME Scholorships: provide scholarships to students pursuing earth science degrees including mining, geological sciences, metallurgy, petroleum, mineral sciences, materials science and engineering, mineral economics, chemical engineering, and other related studies. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,409,067 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | 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 | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 53 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | 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 |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bret Wichert | PersonNm |
| Phone | 3039484200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12999 E Adam Aircraft Circle | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801124167 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|
| Dr Barbara J Arnold | |||||||||
| President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| John G Mansatti | |||||||||
| Past President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Dr Rick Honacker | |||||||||
| At Large Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dave Rogstad | |||||||||
| At Large Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael T Myers | |||||||||
| At Large Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert B Washnock | |||||||||
| At Large Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Hugh Miller | |||||||||
| President Elect | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Ronald L Parratt | |||||||||
| At Large Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Mary M Poulton | |||||||||
| At Large Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| David L Kanagy | |||||||||
| Executive Director-Sec/Tre | 40.00 | Yes (X) | $477,901 | $0 | $34,708 | 3.00 | |||
| Michael Hedges | |||||||||
| Deputy Executive Director | 40.00 | $249,629 | $0 | $24,966 | Yes (X) | ||||
| Paul Hoiberg | |||||||||
| IS Manager | 40.00 | $139,779 | $0 | $29,804 | Yes (X) | ||||
| Chris Buck | |||||||||
| Webmaster | 40.00 | $116,129 | $0 | $28,208 | Yes (X) | ||||
| Gregory Riggs | |||||||||
| Web Developer | 40.00 | $107,061 | $0 | $27,580 | Yes (X) | ||||
| Steven Kral | |||||||||
| Editor | 40.00 | $109,243 | $0 | $16,002 | Yes (X) | ||||
| Tara Davis | |||||||||
| Program Manager | 40.00 | $109,550 | $0 | $20,547 | Yes (X) | ||||
| Melanie Penoyar-Perez | |||||||||
| Director of Operations | 40.00 | $103,974 | $0 | $12,355 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,413,266 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $194,170 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hyatt Regency Denver | |||||
| PO Box 5591 | Denver | CO | 802175591 | Conference Lodging | $394,336 |
| Cummings Printing Co | |||||
| 4 Peters Brook Drive | Hooksett | NH | 031066495 | Publication Printing | $375,824 |
| Grand Hyatt San Diego | |||||
| 1 Marketplace | San Diego | CA | 92101 | Conference Lodging | $342,590 |
| Centerplate Catering | |||||
| 700 14th St | Denver | CO | 80202 | Conference Catering | $330,205 |
| Freeman Audio Visual | |||||
| PO Box 650519 | Dallas | TX | 752650519 | Conference Audio Visual | $241,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $147,562 | AllOtherContributionsAmt |
| Total Contributions | $147,562 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Meetings & Exhibits | 900099 | $5,989,434 | $5,989,434 |
| Membership Dues | 900099 | $1,376,150 | $1,376,150 |
| Misc. Program Revenue | 900099 | $531,578 | $531,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,897,162 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $629,649 | TotalRevenueColumnAmt |
| Exclusion | $629,649 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,443,363 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,378,129 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,234 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,234 | TotalRevenueColumnAmt |
| Exclusion | $65,234 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $673,598 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $226,788 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $446,810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $446,810 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Advertising | 541800 | $998,583 | $998,583 | |
| Permanently Restricted Gain on Tr | 525920 | $16,902 | $16,902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,015,485 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,201,902 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,343,972 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $998,583 | UnrelatedBusinessRevenueAmt |
| Exclusion | $711,785 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,500 | TotalAmt |
| Program Services | $13,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,167 | TotalAmt |
| Program Services | $437,167 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,413,266 | TotalAmt |
| Program Services | $1,264,873 | ProgramServicesAmt |
| Management And General | $148,393 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,467,215 | TotalAmt |
| Program Services | $2,208,157 | ProgramServicesAmt |
| Management And General | $259,058 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,165 | TotalAmt |
| Program Services | $546,993 | ProgramServicesAmt |
| Management And General | $64,172 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,973 | TotalAmt |
| Program Services | $246,996 | ProgramServicesAmt |
| Management And General | $28,977 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,786 | TotalAmt |
| Program Services | $31,851 | ProgramServicesAmt |
| Management And General | $45,935 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,340 | TotalAmt |
| Management And General | $27,340 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,171 | TotalAmt |
| Program Services | $87,744 | ProgramServicesAmt |
| Management And General | $12,427 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,138 | TotalAmt |
| Program Services | $388,024 | ProgramServicesAmt |
| Management And General | $43,114 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,829 | TotalAmt |
| Program Services | $33,829 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,005 | TotalAmt |
| Program Services | $307,054 | ProgramServicesAmt |
| Management And General | $37,951 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,921 | TotalAmt |
| Management And General | $107,921 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,393 | TotalAmt |
| Program Services | $310,960 | ProgramServicesAmt |
| Management And General | $38,433 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,279,393 | TotalAmt |
| Program Services | $2,252,180 | ProgramServicesAmt |
| Management And General | $27,213 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,135 | TotalAmt |
| Program Services | $227,070 | ProgramServicesAmt |
| Management And General | $28,065 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,926 | TotalAmt |
| Program Services | $6,375 | ProgramServicesAmt |
| Management And General | $46,551 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Publications & Printing | $363,342 | $354,098 | $9,244 |
| Contract Labor | $256,107 | $227,936 | $28,171 |
| Memberships & Subscript | $248,269 | $220,959 | $27,310 |
| Bank Fees | $148,269 | $148,269 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,032 | TotalAmt |
| Program Services | $95,032 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,389,342 | TotalAmt |
| Program Services | $9,409,067 | ProgramServicesAmt |
| Management And General | $980,275 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,100 | BOYAmt |
| EOY | $426,592 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,054,097 | BOYAmt |
| EOY | $1,370,671 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,063,090 | BOYAmt |
| EOY | $963,476 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,243 | BOYAmt |
| EOY | $396,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,336,534 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,506,451 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,017,960 | BOYAmt |
| EOY | $3,830,083 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,872,255 | BOYAmt |
| EOY | $21,614,817 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,134,490 | BOYAmt |
| EOY | $3,009,862 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,471,685 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,689,235 | BOYAmt |
| EOY | $34,083,883 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $946,221 | BOYAmt |
| EOY | $1,121,381 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,680,280 | BOYAmt |
| EOY | $3,514,917 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,009,862 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,626,501 | BOYAmt |
| EOY | $7,646,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,198,335 | BOYAmt |
| EOY | $18,471,055 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,371,531 | BOYAmt |
| EOY | $6,476,960 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,492,868 | BOYAmt |
| EOY | $1,489,708 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,062,734 | BOYAmt |
| EOY | $26,437,723 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,689,235 | BOYAmt |
| EOY | $34,083,883 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$187,440 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,183,374 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $513,545 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$3,134,490 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $999,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $382,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $225,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $281,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,562 | CurrentTaxYearAmt |
| Total | $2,035,803 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,296,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,361,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,553,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,322,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,343,972 | CurrentTaxYearAmt |
| Total | $45,877,991 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,295,801 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,743,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,778,755 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,603,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,491,534 | CurrentTaxYearAmt |
| Total | $47,913,794 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $47,913,794 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $737,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $859,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $695,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $751,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $711,785 | CurrentTaxYearAmt |
| Total | $3,756,448 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $737,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $859,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $695,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $751,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $711,785 | CurrentTaxYearAmt |
| Total | $3,756,448 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,608 | CurrentTaxYearMinus3YearsAmt |
| Total | $21,190 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,053,129 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,604,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,474,306 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,355,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,203,319 | CurrentTaxYearAmt |
| Total | $51,691,432 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92690 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93030 | PublicSupportPY509Pct |
| Investment Income CY | 0.07270 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06930 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,492,868 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $297,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $297,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,003,160 | AdministrativeExpensesAmt |
| End Year Balance | $1,489,708 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,492,868 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $235,100 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $235,100 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,492,868 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,492,868 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $375,004 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $375,004 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,492,868 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,492,868 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,685 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,685 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,492,868 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,492,868 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $386,983 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $386,983 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,492,868 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,000 | OtherCostOrOtherBasisAmt |
| Book Value | $300,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,200,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $435,416 | DepreciationAmt |
| Book Value | $1,764,584 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $958,786 | OtherCostOrOtherBasisAmt |
| Depreciation | $192,547 | DepreciationAmt |
| Book Value | $766,239 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,877,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $878,488 | DepreciationAmt |
| Book Value | $999,260 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,830,083 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SME Sections | Desc |
| Book Value | $3,009,862 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $3,009,862 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Inter-company Receivable | $68,545 |
| Assets Held for Deferred Compensation Benefit Plan | $216,774 |
| Endowment Assets | $1,489,708 |
| Beneficial Interest in Trust | $696,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,471,685 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Amounts Held For Sections | Desc |
| Amt | $3,009,862 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,009,862 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,629,144 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,183,374 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $117,251 | OtherRevenueAmt |
| Revenue Not Reported | $1,300,625 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,328,519 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $100,171 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$226,788 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$126,617 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,201,902 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,633,210 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $344,039 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $344,039 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,289,171 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $100,171 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $100,171 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,389,342 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | SME has adopted accounting guidance related to uncertainty in income taxes. After evaluating the tax positions taken, management of SME has determined no amounts are required to be recognized as of September 30, 2018. With few exceptions, income tax years before 2015 are no longer subject to examination by federal, state, or local taxing authorities. |
| Part XI, Line 2d - Other Adjustments: | Inter-organizational contributions 117,251. |
| Part XI, Line 4b - Other Adjustments: | Cost of Goods Sold -226,788. |
| Part XII, Line 2d - Other Adjustments: | Cost of Goods Sold 226,788. Inter-organizational Contributions 117,251. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Scholarships | TypeOfAssistanceTxt |
| Region | North America - Canada and Mexico, but not the United States | RegionTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $50,600 | CashGrantAmt |
| Manner Of Cash Disbursement | Cash Payment/EFT | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Society of Mining, Metallurgy and Exploration (SME) grants funds to foreign organizations that promote SME's exempt purposes globally. Feedback is required as to how grant funds were used. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| LHV Engineering Exposition | ||||||
| PO Box 332 | West Nyack | NY | 10994 | 822465679 | $7,500 | Sponsor Engineering Exposition |
| AIST Emerging Leaders Alliance | ||||||
| 186 Thorn Hill Road | Warrendale | PA | 15086 | 131832448 | $6,000 | Sponsor Emerging Leaders Alliance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships | 35 | $94,785 |
| Scholarships - WAAIME Local Sections | 98 | $249,000 |
| Scholarships - SME Local Sections | 70 | $189,250 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Society for Mining, Metallurgy, and Exploration awards scholarships for tuition/room & board based on scholastic ability and financial need. Applicants are required to complete a formal application, which is then reviewed by SME personnel to determine if the individual meets documented grant requirements. Disbursal reports are completed when grant funds are sent either directly to the grant recipient or the recipients educational institution. Grants are also made to domestic organizations that further the exempt activities of SME. Feedback is required as to how grant funds were used. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David L Kanagy | ||||||||||||||
| Executive Director-Sec/Tre | $343,990 | $0 | $133,911 | $0 | $0 | $0 | $18,900 | $0 | $15,808 | $0 | $512,609 | $0 | $0 | $0 |
| Michael Hedges | ||||||||||||||
| Deputy Executive Director | $230,520 | $0 | $19,109 | $0 | $0 | $0 | $15,877 | $0 | $9,089 | $0 | $274,595 | $0 | $0 | $0 |
| Paul Hoiberg | ||||||||||||||
| IS Manager | $129,494 | $0 | $10,285 | $0 | $0 | $0 | $9,036 | $0 | $20,768 | $0 | $169,583 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | Compensation offered to the organization's Executive Director is established by an independent, third party compensation consultant. This consultant conducts a study of similar organizations, in similar industries, when determining appropriate salary and benefits for the position. Independent members of the board discuss and approve the compensation package, and a written employment contract is put in place. |
| Part I, Line 5 | Staff bonuses are paid based on a formula contingent on the organization having an operational surpus. |
| Part I, Line 6 | Staff bonuses are paid based on a formula contingent on the organization having an operational surpus. |
| Part I, Line 7 | Executive Director bonus is paid at the discretion of the Board of Directors. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Form 990 is prepared by an independent CPA firm and is reviewed by the organization's Director of Finance and Accounting Manager. The 990 is then reviewed by the organization's board of directors prior to being filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | Board members receive a copy of the organizations conflict of interest policy as part of their board introduction packet, and disclose potential conflicts of interest upon joining the board. Any conflicts thereafter are disclosed as they become known. Board members lacking independence on an issue withdraw themselves from the decision making process. |
| Form 990, Part VI, Section B, line 15 | Compensation offered to the organization's Executive Director is established by an independent, third party compensation consultant. This consultant conducts a study of similar organizations, in similar industries, when determining appropriate salary and benefits for the position. Independent members of the board discuss and approve the compensation package, and a written employment contract is put in place. This process takes place on an annual basis. The Board of Directors entrusts the Executive Director with determining compensation for other officers of the organization. Compensation of officers is based off of comparability studies of similar positions within the engineering industry. This process also takes place on an annual basis. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Form 990, Part XI, line 9: | Reclassify Section Net Assets To Liabilities -3,134,490. |
| Form 990, Part XII, Line 2c: | The audit commitee of the board of directors is responsible for overseeing the audit and selecting the independent accounting firm used. This process has not changed from the previous year. |
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