2018-08-14T11:31:43-05:00 2017-09-30 840702965 WhippleWood CPAs PC 11852 Shaffer Dr Bldg B Littleton CO 80127 990 2016-10-01 742338444 Society for Mining Metallurgy and Explor SOCI 3039484200 12999 E Adam Aircraft Circle Englewood CO 801124167 David L Kanagy Executive Director 3039484200 2018-08-14 1 Richard J Whipple Jr CPA P00102771 3039897600 2018-08-14 2016 2022-09-23 18:48:47Z David L Kanagy 12999 E Adam Aircraft Circle Englewood CO 801124167 14640006 0 X www.smenet.org X 1871 CO To assist in the dissemination of scientific, educational, and technical materials. 8 8 43 12 1040222 0 225203 281127 8945291 9322864 664150 724848 1996957 1549893 11831601 11878732 419684 680548 0 0 4304831 4517162 0 0 0 7247373 6476650 11971888 11674360 -140287 204372 27393876 31689235 3784568 3626501 23609308 28062734 To assist in the dissemination of scientific, educational, and technical materials. 0 0 6680428 428053 8088354 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. 1085180 252494 1209972 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. 7765608 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 1 43 1 1 1 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 CO X Bret Wichert 3039484200 12999 E Adam Aircraft Circle Englewood CO 801124167 John G Mansatti President 2.00 X X 0 0 0 Timothy D Arnold Past President 2.00 X X 0 0 0 William W Edgerton At Large Trustee 2.00 X 0 0 0 William A Warfield At Large Trustee 2.00 X 0 0 0 Michael T Myers At Large Trustee 2.00 X 0 0 0 Robert B Washnock At Large Trustee 2.00 X 0 0 0 Dr Barbara Arnold President Elect 2.00 X X 0 0 0 Ronald L Parratt At Large Trustee 2.00 X 0 0 0 Mary M Poulton At Large Trustee 2.00 X 0 0 0 David L Kanagy Executive Director-Sec/Tre 40.00 3.00 X 476143 0 35831 Michael Hedges Deputy Executive Director 40.00 X 245792 0 27429 John Hayden Deputy Executive Director 40.00 X 191666 0 12446 Paul Hoiberg IS Manager 40.00 X 139646 0 31441 Chris Buck Webmaster 40.00 X 113824 0 29430 Gregory Riggs Web Developer 40.00 X 105306 0 28818 Steven Kral Editor 40.00 X 106194 0 17863 Tara Davis Program Manager 40.00 X 106093 0 21198 1484664 0 204456 8 0 1 0 Marriott Business Services PO Box 404883 Atlanta GA 303844883 Conference Hotel 553496 Freeman Audio Visual PO Box 650519 Dallas TX 752650519 Conference Audio Visual 459852 Aventura 100 North Third Street Phoenix AZ 85004 Conference Catering 448155 SMGMoscone Center 747 Howard Street 5th Floor San Francisco CA 94103 Conference Catering 432768 Cummings Printing Co 4 Peters Brook Drive Hooksett NH 031066495 Publication Printing 370914 15 281127 281127 Meetings & Exhibits 900099 6963070 6963070 Membership Dues 900099 1402144 1402144 Misc. Program Revenue 900099 957650 957650 9322864 627589 627589 26996 26996 2538374 2441115 97259 97259 97259 802834 320159 482675 482675 Advertising 541800 1040222 1040222 1040222 11878732 9805539 1040222 751844 106705 106705 523843 523843 50000 50000 1052833 1052833 2521806 1552087 969719 688501 362673 325828 254022 123078 130944 84597 15129 69468 26000 26000 86985 42888 44097 405656 300378 105278 27103 27103 351224 272319 78905 104649 104649 442735 220905 221830 3016493 2814784 201709 244022 244022 52426 6375 46051 Publications & Printing 367464 358690 8774 Section Program Expense 353402 353402 Contract Labor 276489 267501 8988 Memberships & Subscript 265832 31835 233997 371573 335913 35660 11674360 7765608 3908752 0 321151 256100 1174922 1054097 952551 1063090 414705 291243 5306463 1288503 3893096 4017960 20425518 21872255 211933 3134490 27393876 31689235 1546984 946221 2237584 2680280 3784568 3626501 X 14479077 18198335 6637363 7371531 2492868 2492868 23609308 28062734 27393876 31689235 X 204372 1598904 2650150 X 0 1 X 1 0 X 1005825 999330 382581 225203 281127 2894066 9086950 9296471 9361132 9553552 9322864 46620969 10092775 10295801 9743713 9778755 9603991 49515035 0 0 0 49515035 646071 737746 859522 695551 751844 3690734 646071 737746 859522 695551 751844 3690734 19582 1608 21190 10738846 11053129 10604843 10474306 10355835 53226959 0.93030 0.93140 0.06930 0.06820 X 2492868 235100 235100 2492868 2492868 375004 375004 2492868 2492868 7685 7685 2492868 2492868 386983 386983 2492868 2492868 366886 366886 2492868 0 0 300000 300000 2200000 380417 1819583 953976 165373 788603 1852487 742713 1109774 4017960 WAAIME Sections 200544 F SME Sections 2933946 F 3134490 X 12648196 1598904 1598904 11049292 86985 742455 829440 11878732 11110680 608513 608513 10502167 86985 1085208 1172193 11674360 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, 2017. With few exceptions, income tax years before 2014 are no longer subject to examination by federal, state, or local taxing authorities. Part XI, Line 4b - Other Adjustments: Cost of Goods Sold -320,159. SME Sections 1,242,270. WAAIME Sections 108,698. Interorganizational Eliminations -288,354. Part XII, Line 2d - Other Adjustments: Cost of Goods Sold 320,159. Interorganizational Eliminations 288,354. Part XII, Line 4b - Other Adjustments: SME Sections 958,503. WAAIME Sections 126,705. 1 North America - Canada and Mexico, but not the United States Grants to recipients located in region South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, Grants to recipients located in region 0 0 0 0 0 0 0 0 0 Scholarships North America - Canada and Mexico, but not the United States 33 50000 Cash Payment/EFT 0 0 0 0 0 0 Part I, Line 2: 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. 1 The Foundation for Engineering Education Inc 6 Airline Drive Albany NY 12205 141795649 501(c)(3) 7500 Sponsor Engineering Exposition 1 0 Scholarships 39 321348 Scholarships - WAAIME Local Sections 46 71548 Scholarships - SME Local Sections 120 130947 Part I, Line 2: 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. X X X X X X 0 0 0 0 0 1 0 1 0 David L Kanagy Executive Director-Sec/Tre 338878 0 133911 0 3354 0 18900 0 16931 0 511974 0 0 0 Michael Hedges Deputy Executive Director 225506 0 18000 0 2286 0 15785 0 11644 0 273221 0 0 0 John Hayden Deputy Executive Director 177799 0 13867 0 0 0 6324 0 0 0 197990 0 0 0 Paul Hoiberg IS Manager 128232 0 11000 0 414 0 8976 0 22465 0 171087 0 0 0 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. 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: SME Section Financial Statement Consolidation 2,650,150.