2018-07-13T07:15:35-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2017-01-01 222158409 SOCIETY OF CABLE TELECOMMUNICATIONS ENGINEERS INC SOCI 6105947315 140 PHILIPS ROAD EXTON PA 19341 MARK DZUBAN PRESIDENT AND CEO 6105241725 2018-07-12 1 PAUL J KELLY III CPA P01780986 2156433900 2017 2022-09-23 18:48:47Z MARK DZUBAN 140 PHILIPS ROAD EXTON PA 19341 15764493 0 X WWW.SCTE.ORG X 1974 PA PROVIDING TECHNICAL LEADERSHIP FOR THE TELECOMMUNICATIONS INDUSTRY AND SERVING ITS MEMBERS THROUGH EXCELLENCE IN PROFESSIONAL DEVELOPMENT, STANDARDS, CERTIFICATION, AND INFORMATION. 15 15 52 350 35667 30440 0 0 17409746 14637934 69608 270937 262263 169992 17741617 15078863 0 0 0 0 7320056 6327214 0 0 0 10032568 8718222 17352624 15045436 388993 33427 11546748 11323421 3091769 2659898 8454979 8663523 X PROVIDING TECHNICAL LEADERSHIP FOR THE TELECOMMUNICATIONS INDUSTRY AND SERVING ITS MEMBERS THROUGH EXCELLENCE IN PROFESSIONAL DEVELOPMENT, STANDARDS, CERTIFICATION, AND INFORMATION. 0 0 MEMBERSHIP - MEMBERSHIP PROGRAM CONSIST OF SEVERAL TIER MEMBERSHIPS.THE SCTE STANDARDS MEMBERSHIP PROGRAM PROVIDES AN ANSI-ACCREDITED FORUM FOR THE DEVELOPMENT OF TECHNICAL SPECIFICATIONS SUPPORTING THE CABLE TELECOMMUNICATIONS INDUSTRY. SCTE INDIVIDUAL MEMBERSHIP PROVIDES A BROAD SPECTRUM OF TECHNOLOGICAL INFORMATION AND RESOURCES THAT BENEFITS THE MEMBER IN THEIR PURSUIT FOR KNOWLEDGE AND CAREER DEVELOPMENT WITHIN THE INDUSTRY. CORPORATE MEMBERSHIP ALLOWS ORGANIZATIONS TO ENROLL EMPLOYEES AS MEMBERS AND SELECT VARIOUS TRAINING OPTIONS FOR THEIR EMPLOYEES. INDUSTRY RELATED TRADE SHOWS/EXHIBITS - CURRENT INDUSTRY RELATED PROGRAMS CONSIST OF CABLE-TEC EXPO, AN INDUSTRY'S ENGINEERING SHOW THAT PROVIDES THE OPPORTUNITY TO DISCOVER AND LEARN FIRST-HAND ABOUT THE LATEST IN CABLE TECHNOLOGY, PRODUCTS AND SERVICES. THIS EVENT ATTRACTS THOUSANDS OF CABLE TELECOMMUNICATIONS TECHNOLOGISTS EACH YEAR FOR HUNDREDS OF STATE-OF-THE-ART TECHNICAL EXHIBITS; A VARIETY OF TECHNICAL WORKSHOPS; THE EVER POPULAR INTERNATIONAL CABLE-TEC GAMES; THE HIGH PROFILE OPENING GENERAL SESSION; THE PRESTIGIOUS ANNUAL AWARDS LUNCHEON AND AN ABUNDANCE OF FIRST-RATE NETWORKING OPPORTUNITIES. THE CHAPTER LEADERSHIP CONFERENCE IS AN EXCLUSIVE FORUM FOR CURRENT AND POTENTIAL SCTE CHAPTER LEADERS TO SHARE BEST PRACTICES, EXCHANGE IDEAS AND CELEBRATE SUCCESSES. PROFESSIONAL DEVELOPMENT - THE PROFESSIONAL DEVELOPMENT PROGRAM IS DEDICATED TO PROVIDING ESSENTIAL KNOWLEDGE TO CABLE PROFESSIONALS AT ALL LEVELS, PROVIDING CABLE TELECOMMUNICATIONS INDUSTRY PROFESSIONALS WITH THE TOOLS AND RESOURCES NECESSARY TO DEVELOP AND ADVANCE IN THEIR CAREERS. FOR EXPANDING TECHNICAL KNOWLEDGE, SHARPENING SKILLS, OR RESEARCHING TO KEEP ABREAST OF THE LATEST INDUSTRY TRENDS. ROBUST CONTENT CONSIST OF TECHNOLOGY-CENTRIC PROGRAMS AND SERVICES THE INDUSTRY NEEDS. FROM EDUCATIONAL OFFERINGS AND INDUSTRY CERTIFICATIONS TO A DATABASE OF HUNDREDS OF TECHNICAL PAPERS AND PRESENTATIONS. SCTE-GEORGIA TECH MANAGEMENT DEVELOPMENT PROGRAM- DESIGNED IN CONJUNCTION WITH THE FACULTY AT THE NATIONALLY RANKED GEORGIA TECH SCHELLER COLLEGE OF BUSINESS, THIS PROGRAM WILL PROVIDE THE FOUNDATION FOR HIGH-POTENTIAL INDIVIDUALS TO GROW INTO MANAGEMENT POSITIONS RELATED TO TECHNICAL AND OPERATIONAL ASPECTS OF THE CABLE TELECOMMUNICATIONS INDUSTRY.SCTE-TUCK EXECUTIVE LEADERSHIP PROGRAM - DESIGNED IN CONJUNCTION WITH THE CABLE INDUSTRY'S FOREMOST THOUGHT LEADERS, THE PROGRAM LEVERAGES THE RESOURCES OF THE WORLD-RENOWNED TUCK SCHOOL OF BUSINESS TO HELP ATTENDEES UNDERSTAND HOW TO ANTICIPATE AND MANAGE CHANGES THAT ARE AHEAD FOR THE INDUSTRY. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 41 0 52 1 1 1 0 0 0 0 0 X 15 15 0 0 1 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 PA X X CATHY KARCH VP OF FINANCE & ACCOUNTING 6105947315 140 PHILIPS ROAD EXTON PA 19341 X TONY WERNER CHAIRMAN 1.00 X X 0 0 0 STEVE WILLIAMS SECRETARY 1.00 X X 0 0 0 CHRISTINE WHITAKER TREASURER 1.00 X X 0 0 0 BILL WARGA VICE CHAIRMAN 1.00 X X 0 0 0 OAK BANDY DIRECTOR 1.00 X 0 0 0 SERGE ROCHETTE DIRECTOR 1.00 X 0 0 0 RALPH BROWN DIRECTOR 1.00 X 0 0 0 TERRY CORDOVA DIRECTOR 1.00 X 0 0 0 JOSEPH GUARIGLIA DIRECTOR 1.00 X 0 0 0 TOM ADAMS DIRECTOR 1.00 X 0 0 0 JOHN BOWER DIRECTOR 1.00 X 0 0 0 TOM HEIER DIRECTOR 1.00 X 0 0 0 ABE ROBINSON DIRECTOR 1.00 X 0 0 0 DR MARTHA SOEHREN DIRECTOR 1.00 X 0 0 0 BOB WEAVER DIRECTOR 1.00 X 0 0 0 MARK DZUBAN PRESIDENT 40.00 X 1074569 0 85499 CATHY KARCH VP ACCOUNTING & FINANCE 40.00 X 242885 0 32645 CHRIS BASTIAN SVP/CTO, ENGINEERING 40.00 X 367186 0 44739 RENATA GORMAN VP, LEARNING AND DEVELOPME 40.00 X 179329 0 44078 MATTHEW ADEN DIRECTOR, NETWORK TECHNOLO 40.00 X 180305 0 44693 TERRANCE MALONEY VP, MARKETING AND BUSINESS 40.00 X 202536 0 14237 DEAN STONEBACK SENIOR DIRECTOR, ENGINEERI 40.00 X 202190 0 16717 LINDSAY JOHNSTON SVP OF OPERATIONS 40.00 X 300013 0 9625 2749013 0 292233 17 1 1 0 FREEMAN CO PO BOX 650036 DALLAS TX 75265 CONFERENCE SERVICES FOR EXPO 1067051 OPXL 7505 VOLLAGE SQUARE SUITE SUITE 105 CASTLE PINES CO 80108 LICENSE FEES 547775 SIGNATURE COMMUNICATIONS 417 N 8TH ST SUITE 401 PHILADELPHIA PA 19123 ADVERTISING/MARKETING 378838 CENTERPLATE 700 14TH ST DENVER CO 80202 EXPO CATERING 222939 FIRST PRO PO BOX 420559 ATLANTA GA 30342 CONSULTING SERVICES 193526 11 PROGRAM SERVICE REVENUES 541900 9941244 9941244 MEMBERSHIP DUES 900099 2870219 2870219 CHAPTER ACTIVITIES 611430 1826471 1430056 396415 14637934 206642 206642 77119 77119 739966 675671 64295 64295 64295 20019 9959 10060 10060 OTHER REVENUE 900099 47146 47146 ADVERTISING INCOME 541800 35667 35667 82813 15078863 14251579 35667 791617 1745236 3748197 147260 372174 314347 81752 48500 1192556 45854 387133 155769 564307 308851 3601723 576947 72746 TAX ON UNRELATED BUSINE 5000 TRAINING SUPPORT 1114497 BANK SERVICE FEE 146097 TAXES AND LICENSES 95855 320635 15045436 2134339 3874818 1705530 15118 1862973 1415625 24777 14818 351331 307832 2745670 1673266 1182795 1072404 3162363 3552124 1122640 1070682 11546748 11323421 2647870 1643788 264085 872779 179814 143331 3091769 2659898 X 8454979 8663523 8454979 8663523 11546748 11323421 33427 175117 0 X 0 1 X 1 0 1 1 0 176203 176203 1722956 944914 778042 846511 728352 118159 1072404 RELATED PARTY RECEIVABLE 242 IT SYSTEMS 1065418 TRAINING SEMINAR DEVELOPMENT 5022 1070682 UNEARNED MEMBERSHIP DUES 143331 143331 X 15263939 175117 9959 185076 15078863 0 15078863 15055395 9959 9959 15045436 0 15045436 PART X, LINE 2: THE SOCIETY IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE SOCIETY IS SUBJECT TO TAX ON UNRELATED BUSINESS REVENUE. THE SOCIETY FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE SOCIETY'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 9,959. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 9,959. GRAND CAYMAN 1 PROGRAM SERVICES TRAINING SEMINARS 3605 ARGENTINA 1 PROGRAM SERVICES TRAINING SEMINARS 7860 GERMANY 1 PROGRAM SERVICES TRAINING SEMINARS 18384 3 0 0 0 3 0 29849 0 29849 0 0 0 0 0 0 X X X X X X 1 0 0 MARK DZUBAN PRESIDENT 504839 0 547283 0 22447 0 18000 0 67499 0 1160068 0 0 0 CATHY KARCH VP ACCOUNTING & FINANCE 171334 0 50897 0 20654 0 18000 0 14645 0 275530 0 0 0 CHRIS BASTIAN SVP/CTO, ENGINEERING 295481 0 71000 0 705 0 0 0 44739 0 411925 0 0 0 RENATA GORMAN VP, LEARNING AND DEVELOPME 136751 0 24434 0 18144 0 18000 0 26078 0 223407 0 0 0 MATTHEW ADEN DIRECTOR, NETWORK TECHNOLO 129842 0 50000 0 463 0 9358 0 35335 0 224998 0 0 0 TERRANCE MALONEY VP, MARKETING AND BUSINESS 176702 0 23736 0 2098 0 0 0 14237 0 216773 0 0 0 DEAN STONEBACK SENIOR DIRECTOR, ENGINEERI 180550 0 19529 0 2111 0 0 0 16717 0 218907 0 0 0 LINDSAY JOHNSTON SVP OF OPERATIONS 168523 0 131429 0 61 0 0 0 9625 0 309638 0 0 0 PART I, LINE 4A RENATA GORMAN RECIEVED SEVERANCE OF $14,087. LINDSAY JOHNSTON RECIEVED SEVEREANCE OF $150,000. FORM 990, PART VI, SECTION A, LINE 4 MAJOR CHANGES OF THE BYLAWS ARE THE ADDITION OF THE INTERNATIONAL SOCIETY OF BROADBAND EXPERTS. CHANGE OF WORDING TO UPDATE THE FISCAL YEAR TO JANUARY - DECEMBER. DUES STRUCTURE CHANGED FROM ANNIVERSARY YEAR TO CALENDAR YEAR. NEW MEMBERS MAY JOIN ANY TIME, BUT DUES WILL BE PRORATED AS SPECIFIED BY NEW DUES STRUCTURE. FORM 990, PART VI, SECTION A, LINE 6 ACTIVE MEMBERSHIP IS OPEN TO ANY PERSON WHO HAS AN INTEREST IN THE PURPOSES OF SCTE WHO IS EMPLOYED, FULL OR PART TIME, IN THE CABE TELECOMMUNICATIONS OR BORADBAND COMMUNICATIONS INDUSTRY, OR IN RADIO OR TELEVISION BROADCASTING, OR A MEMBER OF THE REGULATORY AGENCY OR LEGISLTIVE BRANCH OF FEDERAL, STATE, REGIONAL OR LOCAL GOVERNMENT CONCERNED WITH TECHNICAL OPERATION OF CABLE TELECOMMUNICTIONS OR BORADBAND COMMUNICATIONS SYSTEMS, OR SINCERELY INTERESTED IN THE DEVELOPMENT AND FURTHERANCE OF CABLE TELECOMMUNICTIONS OR BROADBAND COMMUNICATIONS TECHNOLOGIES FORM 990, PART VI, SECTION A, LINE 7A ACTIVE AND RETIRED MEMBERS ARE ELIGIBLE TO VOTE AND ELECT REGION REPRESENTATIVES. ADDITIONALLY, ACTIVE AND RETIRED MEMBERS MUST APPROVE BYLAW REVISIONS. FORM 990, PART VI, SECTION A, LINE 7B ACTIVE AND RETIRED MEMBERS MUST VOTE TO APPROVE BYLAW REVISIONS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE IRS FORM 990 IS PROVIDED TO THE VP-FINANCE, PRESIDENT/CEO, AND THE TREASURER OF THE ORGANIZATION. THEY ARE RESPONSIBLE FOR REVIEWING AND APPROVING THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT. THE CONFLICT OF INTEREST POLICY IS REVIEWED DURING OFFICER ORIENTATION TRAINING AND IS POSTED ON SCTE WEBSITE UNDER "POLICIES AND PROCEDURES." FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF STAFF OFFICERS, ALL SENIOR VICE PRESIDENTS AND KEY EMPLOYEES WAS REVIEWED BY OUTSIDE CONSULTING FIRM AND HR USING DATA AS TO COMPARABLE COMPENSATION, DOCUMENTING DECISONS REGARDING COMPENSATION ARRANGMENTS. ALL SALARY ADJUSTMENTS AND BONUS AWARDS MUST BE DOCUMENTED USING THE APPROPRIATE FORM AVAILABLE FROM THE HUMAN RESOURCES DEPARTMENT, WHICH MUST BE APPROVED AND SIGNED BY THE EMPLOYEE DEPARTMENT HEAD AND THE PRESIDENT & CEO BEFORE TO THE HUMAN RESOURCE DEPARTMENT FOR FINAL APPROVAL AND PROCESSING BY THE ACCOUNTING DEPARTMENT. THE PRESIDENT'S INITIAL CONTRACT AND SUBSEQUENT RENEWAL IS APPROVED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR SETTING THE ANNUAL COMPENSATION FOR AND BONUS AMOUNTS THAT MAY BE EARNED BY THE PRESIDENT AND CEO. THE EXECUTIVE COMMITTEE COMPLETES AN ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT/CEO. THE CEO COMPENSATION LEVEL WAS COMPARED TO GUIDESTAR AND OTHER COMPENSATION STUDIES FOR COMPENSATION LEVELS REPORTED FOR SIMILAR POSITIONS IN LIKE ORGANZITIONS, AS WELL AS REVIEW BY INDEPENDENT COMPENSATION FIRM AND COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT SCTE'S MAIN OFFICE. IN ADDITION, THE FOLLOWING DOCUMENTS ARE AVAILABLE AT WWW.SCTE.ORG: SCTE BYLAWS, SCTE POLICIES AND PROCEDURES, SCTE AUDITED FINANCIAL STATEMENTS SCTE FOUNDATION INC 140 PHILIPS ROAD EXTON PA 19341 203131269 PROVIDE GRANTS AND SCHOLARSHIPS TO ASSIST SCTE MEMBERS IN THEIR EDUCATION PA 501(C)(3) LINE 7 NONE 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0