SME EDUCATION FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SME EDUCATION FOUNDATION (EIN 38-2746841)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-16
- IRS object ID
- 201712899349301601
- Schema version
- 2016v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-16T14:05:02-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 N CLARK ST SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382746841 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SME Education Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JULIE DUFF | InCareOfNm |
| Business Name Control | SMEE | BusinessNameControlTxt |
| Phone | 3134253000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One SME Drive | AddressLine1Txt |
| City | Dearborn | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481282408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY M KRAUSE | PersonNm |
| Person Title | Dir. & CEO of SME | PersonTitleTxt |
| Phone | 3134253000 | PhoneNum |
| Signature | 2017-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bridget T Roche | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 3128560200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jeffrey M Krause | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One SME Drive | AddressLine1Txt |
| City | Dearborn | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481282408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,828,100 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.smeef.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | The SME Education Foundation mission is to inspire, prepare, and support the next generation of manufacturing engineers and technologists. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 325 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,680,978 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,518,119 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,013 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $62,913 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,042,668 | PYInvestmentIncomeAmt |
| CY Investment Income | $765,203 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $22,910 | CYOtherRevenueAmt |
| PY Total Revenue | $2,755,659 | PYTotalRevenueAmt |
| CY Total Revenue | $3,369,145 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,593,608 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,395,607 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $666,288 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $2,773 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $3,153 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $279,475 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,114,201 | PYOtherExpensesAmt |
| CY Other Expenses | $442,327 | CYOtherExpensesAmt |
| PY Total Expenses | $2,710,582 | PYTotalExpensesAmt |
| CY Total Expenses | $2,507,375 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $45,077 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $861,770 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,216,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,436,571 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,190,410 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,109,817 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,026,022 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,326,754 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $1,340,945 | ExpenseAmt |
| Grant | $1,109,897 | GrantAmt |
| Revenue | $85,823 | RevenueAmt |
| Desc | Scholarships: In 2016 the SME Education Foundation awarded academic scholarships to 470 graduating high school seniors, current undergraduates and masters or doctoral degree students pursuing post-secondary degrees in manufacturing engineering, manufacturing technology, and related fields. Total scholarship awards distributed to 173 higher educational institutions equaled $1,109,897. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $422,248 | ExpenseAmt |
| Grant | $279,304 | GrantAmt |
| Desc | Educational Programs: The PRIME (Partnership Response in Manufacturing Education) program provides high school students with hands-on training and manufacturing skills through access to advanced technologies, industry-led curriculum, job shadowing and mentoring programs. In 2016, grants totaling $279,304 were awarded for grants, curriculum, equipment and program support. The PRIME network serves 11,500 students in 38 schools nationwide. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,406 | ExpenseAmt |
| Grant | $6,406 | GrantAmt |
| Desc | Educational events and activities, as inspiration for students to consider future careers in engineering and manufacturing. Projects included sponsorship of Manufacturing Day activities and 3D printing and design projects for middle and high school students. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,784,599 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE DUFF | PersonNm |
| Phone | 3134253000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SME DRIVE | AddressLine1Txt |
| City | Dearborn | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Brian Ruestow | |||||||||
| President | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Kathy Burnham | |||||||||
| Vice President/Secretary | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Peter F Mackie | |||||||||
| Treasurer/Chair of Finance | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Edward M Swallow | |||||||||
| Asst Treas/Vice Chair Finance | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ashok Agrawal | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ray Betz | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David Bozeman | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Kautzman | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gwendolyn Malone | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Marlowe | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jennifer McNelly | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Karla Middlebrooks | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| John Miller | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Irving Pressley McPhail | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ted Peachee | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Pamela Ruschau | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mike Schmidt | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sue Shimoyama | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter Zierhut | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey M Krause | |||||||||
| Executive Director & CEO | 4.0 | 46.0 | Yes (X) | $34,018 | $391,196 | $42,690 | |||
| Julie Duff | |||||||||
| VP, Finance | 4.0 | 46.0 | Yes (X) | $13,778 | $158,444 | $19,090 | |||
| Brian Glowiak | |||||||||
| VP, SME Education Foundation | 50.0 | 0.0 | $203,213 | $0 | $25,970 | Yes (X) | |||
| Josh Cramer | |||||||||
| Educational Programs Officer | 40.0 | 0.0 | $117,017 | $0 | $2,956 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $368,026 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $549,640 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $90,706 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $383,352 | RelatedOrganizationsAmt |
| All Other Contributions | $2,134,767 | AllOtherContributionsAmt |
| Noncash Contributions | $351,009 | NoncashContributionsAmt |
| Total Contributions | $2,518,119 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIP ADMINISTRATION REVENUE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $62,913 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $62,913 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $62,913 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $324,158 | TotalRevenueColumnAmt |
| Exclusion | $324,158 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $900,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $458,955 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $441,045 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $441,045 | TotalRevenueColumnAmt |
| Exclusion | $441,045 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS AND SCHOLARSHIPS | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $22,910 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,910 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,910 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,369,145 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,823 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $765,203 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,710 | TotalAmt |
| Program Services | $285,710 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,897 | TotalAmt |
| Program Services | $1,103,897 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $6,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,958 | TotalAmt |
| Management And General | $114,991 | ManagementAndGeneralAmt |
| Fundraising | $91,967 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,894 | TotalAmt |
| Program Services | $201,226 | ProgramServicesAmt |
| Management And General | $81,954 | ManagementAndGeneralAmt |
| Fundraising | $94,714 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,749 | TotalAmt |
| Program Services | $9,002 | ProgramServicesAmt |
| Management And General | $2,363 | ManagementAndGeneralAmt |
| Fundraising | $5,384 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,588 | TotalAmt |
| Program Services | $10,515 | ProgramServicesAmt |
| Management And General | $6,623 | ManagementAndGeneralAmt |
| Fundraising | $4,450 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,099 | TotalAmt |
| Program Services | $16,416 | ProgramServicesAmt |
| Management And General | $13,927 | ManagementAndGeneralAmt |
| Fundraising | $12,756 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,902 | TotalAmt |
| Management And General | $44,902 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,880 | TotalAmt |
| Management And General | $18,880 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,153 | TotalAmt |
| Fundraising | $3,153 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,695 | TotalAmt |
| Management And General | $30,695 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,682 | TotalAmt |
| Program Services | $8,409 | ProgramServicesAmt |
| Management And General | $1,623 | ManagementAndGeneralAmt |
| Fundraising | $15,650 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,750 | TotalAmt |
| Program Services | $882 | ProgramServicesAmt |
| Management And General | $18,140 | ManagementAndGeneralAmt |
| Fundraising | $728 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,442 | TotalAmt |
| Program Services | $105,048 | ProgramServicesAmt |
| Management And General | $4,889 | ManagementAndGeneralAmt |
| Fundraising | $505 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,179 | TotalAmt |
| Program Services | $15,772 | ProgramServicesAmt |
| Management And General | $20,308 | ManagementAndGeneralAmt |
| Fundraising | $13,099 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,686 | TotalAmt |
| Program Services | $110 | ProgramServicesAmt |
| Management And General | $7,368 | ManagementAndGeneralAmt |
| Fundraising | $208 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Management And General | $73,500 | ManagementAndGeneralAmt |
| Fundraising | $26,500 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,140 | TotalAmt |
| Fundraising | $2,140 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT SUPPLIES&CURRICULUM | $20,882 | $20,882 | ||
| STAFF RECRUITMENT | $8,340 | $740 | $7,600 | |
| EDUCATION AND TRAINING | $2,732 | $2,378 | $354 | |
| STUDENT AWARDS AND PRIZES | $730 | $730 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287 | TotalAmt |
| Management And General | $20 | ManagementAndGeneralAmt |
| Fundraising | $267 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,507,375 | TotalAmt |
| Program Services | $1,784,599 | ProgramServicesAmt |
| Management And General | $443,301 | ManagementAndGeneralAmt |
| Fundraising | $279,475 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,478 | BOYAmt |
| EOY | $663,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,276 | BOYAmt |
| EOY | $146,827 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,781 | BOYAmt |
| EOY | $7,425 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $71,420 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $71,038 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,522 | BOYAmt |
| EOY | $382 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,512,375 | BOYAmt |
| EOY | $19,618,937 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,216,432 | BOYAmt |
| EOY | $20,436,571 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,982 | BOYAmt |
| EOY | $929 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,813 | BOYAmt |
| EOY | $108,545 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,100 | BOYAmt |
| EOY | $125,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,843 | BOYAmt |
| EOY | $196,825 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,672 | BOYAmt |
| EOY | $678,518 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,190,410 | BOYAmt |
| EOY | $1,109,817 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,599,682 | BOYAmt |
| EOY | $4,747,897 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,632,430 | BOYAmt |
| EOY | $7,735,883 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,793,910 | BOYAmt |
| EOY | $6,842,974 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,026,022 | BOYAmt |
| EOY | $19,326,754 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,216,432 | BOYAmt |
| EOY | $20,436,571 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $861,770 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $509,349 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$70,387 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,440,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,846,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,284,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,680,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,518,119 | CurrentTaxYearAmt |
| Total | $8,769,980 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,440,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,846,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,284,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,680,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,518,119 | CurrentTaxYearAmt |
| Total | $8,769,980 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,063,450 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,706,530 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $377,974 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $240,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $329,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $287,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $324,158 | CurrentTaxYearAmt |
| Total | $1,560,043 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $22,910 | CurrentTaxYearAmt |
| Total | $22,910 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,352,933 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $156,774 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.45461 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46624 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,867,363 | BeginningYearBalanceAmt |
| Contributions | $400,071 | ContributionsAmt |
| Investment Earnings Or Losses | $1,073,961 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $467,276 | GrantsOrScholarshipsAmt |
| Other Expenditures | $436,274 | OtherExpendituresAmt |
| End Year Balance | $16,437,845 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,984,841 | BeginningYearBalanceAmt |
| Contributions | $102,835 | ContributionsAmt |
| Investment Earnings Or Losses | -$215,314 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $499,199 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,505,800 | OtherExpendituresAmt |
| End Year Balance | $15,867,363 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,944,029 | BeginningYearBalanceAmt |
| Contributions | $42,191 | ContributionsAmt |
| Investment Earnings Or Losses | $903,519 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $904,898 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $17,984,841 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,074,837 | BeginningYearBalanceAmt |
| Contributions | $50,776 | ContributionsAmt |
| Investment Earnings Or Losses | $2,998,031 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $716,716 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,462,899 | OtherExpendituresAmt |
| End Year Balance | $17,944,029 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,005,729 | BeginningYearBalanceAmt |
| Contributions | $123,627 | ContributionsAmt |
| Investment Earnings Or Losses | $2,536,275 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,089,794 | GrantsOrScholarshipsAmt |
| Other Expenditures | $501,000 | OtherExpendituresAmt |
| End Year Balance | $19,074,837 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26160 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41630 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32210 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,420 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,038 | DepreciationAmt |
| Book Value | $382 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $382 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO SME | $407,308 |
| ANNUITY OBLIGATIONS | $271,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $678,518 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,824,889 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $509,349 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $509,349 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,315,540 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,695 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $22,910 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $53,605 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,369,145 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,524,157 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $70,387 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $70,387 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,453,770 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,695 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $22,910 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $53,605 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,507,375 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b | ESCROW AND CUSTODIAL ACCOUNTS SME Education Foundation ("SME-EF") served as an intermediary for certain Non-Stem scholarship programs whereby the scholarship recipients were selected by the donor. |
| Part V, Line 4 | INTENDED USES OF ENDOWMENT FUNDS SME-EF classifies donations as permanently restricted endowment funds in those instances in which the donor has stipulated that the principal is to be maintained in perpetuity for the benefit of SME-EF. SME-EF is entitled to the earnings of such funds for operating purposes or such other purpose specified by the donor. Earnings from permanently restricted endowment funds are temporarily restricted until used for the purpose intended by the donor, primarily to support STEM related youth programs and scholarships. The Board of Directors has designated certain accumulated unrestricted earnings of endowment funds and amounts for which restrictions have been met as Board-designated (quasi) endowment funds. |
| Part X, Line 2 | LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) SME and SME Education Foundation ("SME-EF") have received favorable determination letters from the Internal Revenue Service stating that they are exempt from federal income taxes under Section 501(a) of the Internal Revenue Code of 1986 ("IRC"), as organizations described in Section 501(c)(3), except for income taxes pertaining to unrelated business income. The Financial Accounting Standards Board issued guidance that requires tax effects from uncertain tax positions to be recognized in financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. Management has determined that there are no material uncertain tax positions that require recognition in the financial statements. Additionally, no provision for income taxes is reflected in these financial statements, and there is no interest or penalties recognized in the statement of activities or financial position. The tax years ended 2012, 2013, 2014, and 2015 are still open to audit for both federal and state purposes. |
| Part XI, Line 4b | AMOUNTS INCLUDED ON FORM 990, NOT ON LINE 1 RETURNED GRANTS AND SCHOLARSHIPS: $22,910 ----------- TOTAL $22,910 Part XII, Line 2d AMOUNTS INCLUDED ON LINE 1, NOT ON FORM 990 REVALUATION OF CHARITABLE GIFT ANNUITY OBLIGATIONS: $70,387 ----------- TOTAL $70,387 Part XII, Line 4b AMOUNTS INCLUDED ON FORM 990, NOT ON LINE 1 RETURNED GRANTS AND SCHOLARSHIPS: $22,910 ----------- TOTAL $22,910 |
Schedule F IRS990ScheduleF
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | College and Technical School Scholarships | TypeOfAssistanceTxt |
| Region | North America | RegionTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $6,000 | CashGrantAmt |
| Manner Of Cash Disbursement | Check | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| Board of Education of Jefferson County Kentucky | ||||||||||
| 9600 Old Six Mile Ln | Louisville | KY | 40299 | 616001316 | 501(a) | $10,000 | PRIME School Support Programs | |||
| Cazenovia Central School District | ||||||||||
| 31 Emory Ave | Cazenovia | NY | 13035 | 156002158 | 501(a) | $10,000 | PRIME School Support | |||
| Charlotte Mecklenburg Board of Education | ||||||||||
| 700 East Stonewall St | Charlotte | NC | 28202 | 566001074 | 501(a) | $10,000 | PRIME School Support | |||
| City of WorcesterWorcester Public Schools | ||||||||||
| 20 Irving St | Worcester | MA | 01609 | 046001418 | 501(a) | $10,000 | PRIME School Support | |||
| Colorado Springs School Dst 11 | ||||||||||
| 1590 W Fillmore St | Col Springs | CO | 80904 | 846001179 | 501(a) | $10,000 | PRIME School Support | |||
| Eagle Mountain-Saginaw ISD | ||||||||||
| 1200 Old Decatur Rd | Fort Worth | TX | 76179 | 756004855 | 501(a) | $10,000 | PRIME School Support | |||
| Escondido Union High School Dst | ||||||||||
| 302 N Midway Dr | Escondido | CA | 92027 | 956001096 | 501(a) | $10,000 | PRIME School Support | |||
| Helena School District #1 | ||||||||||
| 55 S Rodney St | Helena | MT | 59601 | 816000557 | 501(a) | $10,000 | PRIME School Support | |||
| Independent School District #885 | ||||||||||
| 11343 50th St NE | Albertville | MN | 55301 | 416004774 | 501(a) | $10,000 | PRIME School Support | |||
| Indiana County Technology Ctr | ||||||||||
| 441 Hamill Rd | Indiana | PA | 15701 | 251159359 | 501(a) | $10,000 | PRIME School Support | |||
| Jackson County Interm School Dist | ||||||||||
| 6700 Browns Lake Rd | Jackson | MI | 49201 | 381710621 | 501(a) | $10,000 | PRIME School Support | |||
| Leyden High School District 212 | ||||||||||
| 3400 Rose St | Franklin Park | IL | 60131 | 366004404 | 501(a) | $10,000 | PRIME School Support | |||
| Metropolitan School Dst of Wayne Twp | ||||||||||
| 1220 S High School Rd | Indianapolis | IN | 46241 | 351072270 | 501(a) | $10,000 | PRIME School Support | |||
| Newport News Public Schools | ||||||||||
| 12465 Warwick Blvd | Newport News | VA | 23606 | 541398784 | 501(a) | $10,000 | PRIME School Support | |||
| Norwalk-La Mirada Unified Schools District | ||||||||||
| 12820 Pioneer Blvd | Norwalk | CA | 90650 | 956002228 | 501(a) | $10,000 | PRIME School Support | |||
| Pinellas County School Board | ||||||||||
| 301 4th St SW | Largo | FL | 33770 | 596000799 | 501(a) | $10,000 | PRIME School Support | |||
| Rocklin Unified School District | ||||||||||
| 2615 Sierra Meadows DR | Rocklin | CA | 95677 | 946002101 | 501(a) | $10,000 | PRIME School Support | |||
| School Board of Hillsborough County | ||||||||||
| 901 E Kennedy Blvd | Tampa | FL | 33602 | 596000660 | 501(a) | $10,000 | PRIME School Support | |||
| Seattle Public Schools | ||||||||||
| 2445 3rd Avenue S | Seattle | WA | 96124 | 916001541 | 501(a) | $10,000 | PRIME School Support | |||
| Tri-Rivers Joint Vocational School District | ||||||||||
| 2222 Marion-Mt Gilead Rd | Marion | OH | 43302 | 310843022 | 501(a) | $10,000 | PRIME School Support | |||
| Wadsworth City Schools | ||||||||||
| 524 Broad St | Wadsworth | OH | 44281 | 346002962 | 501(a) | $14,500 | PRIME School Support | |||
| Wando MSE Booster Fund | ||||||||||
| 1000 Warrior Way | Mt Pleasant | SC | 29466 | 208790730 | 501(C)(3) | $10,000 | PRIME School Support | |||
| Wadsworth City Schools | ||||||||||
| 524 Broad St | Wadsworth | OH | 44281 | 346002962 | 501(a) | PRIME School Support | $53,454 | FMV | equip/software | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | College and Technical School Scholarships | GrantTypeTxt |
| Recipient | 467 | RecipientCnt |
| Cash Grant | $1,103,897 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE U.S. Sites within our PRIME network that receive funding from SME-EF are highly engaged with both SME-EF staff and their local supporting industry partner. All PRIME designated sites complete year end reports that detail funding allocations and expenditures. An SME-EF staff member or SME volunteer visits or consults with each PRIME school at least annually to monitor and support their program. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (true) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brian Glowiak | ||||||||||||||
| VP, SME Education Foundation | $165,987 | $0 | $36,402 | $0 | $824 | $0 | $2,593 | $0 | $25,195 | $0 | $231,001 | $0 | $0 | |
| Jeffrey M Krause | ||||||||||||||
| Executive Director & CEO | $25,558 | $293,912 | $7,830 | $90,045 | $630 | $7,239 | $1,342 | $15,439 | $2,248 | $25,844 | $37,608 | $432,479 | $0 | $0 |
| Julie Duff | ||||||||||||||
| VP, Finance | $11,087 | $127,498 | $2,666 | $30,662 | $25 | $284 | $795 | $9,145 | $831 | $9,560 | $15,404 | $177,149 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | Society of Manufacturing Engineers ("SME"), the parent organization of SME-EF, uses the following to establish the compensation of the organization's Vice-President: 1) Recommendation of the SME CEO 2) Benchmark studies by an independent compensation consultant 3) Form 990 of other similar organizations 4) Pre-established job objectives in accordance with the SME Executive Incentive plan 5) Approval by the SME Executive compensation committee |
| Part I, Line 5b | COMPENSATION CONTINGENT ON REVENUE - RELATED ORGANIZATION SME, a related organization, paid bonuses to its management, including the SME Education Foundation vice-president. The bonuses were partly based on the achievement of specific project management goals and partly upon the revenues of SME. No portion was contingent upon the net earnings of SME-EF or any related organization. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $351,009 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column B | FormAndLineReferenceDesc |
| Explanation | The organization is reporting the number of contributions received in Schedule M, Part I, Column (b). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | Organization's Mission a. To operate and act exclusively for the benefit of, to perform the functions of, and to carry out the purposes of the Society of Manufacturing Engineers, a tax-exempt charitable organization which is described in Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, (the "Code"), and which is not a private foundation, as such term is defined in Code Section 509, pursuant to Code Section 509(a)(2). b. The SME Education Foundations mission is to prepare the future engineers and technologists for manufacturing careers through outreach programs to enrich students to study Science, Technology, Engineering, and Mathematics (STEM) in alignment with SME. c. To operate and act exclusively for charitable and educational purposes as such terms are used in code section 501(c)(3). d. To receive and administer assets exclusively for charitable and educational purposes as such terms are used in code section 501(c)(3). e. To conduct any and all such activities and exercise any and all such powers as are necessary or desirable to the achievement of the foregoing and in furtherance of the purposes of the corporation. Form 990, Part III, Line 3 CHANGE TO PROGRAM SERVICE ACCOMPLISHMENTS Prior year programs "Grants to other 501(C)(3) organizations in support of STEM education initiatives"Educational websites and events" are now combined. Support for educational websites "Manufacturing is Cool"CareerMe" was discontinued. FORM 990, PART V, LINE 2A NUMBER OF EMPLOYEES ON FORM W-3 The number of employees reported (6) corresponds to dedicated SME-EF employees, although all wage/W-3 reporting is solely through SME, the common paymaster. All SME-EF staff are employed by SME, which also provides access to employee benefit plans. SME-EF reimburses SME for its employee costs. |
| Form 990, Part VI, Line 6 | MEMBERS OR SHAREHOLDERS SME is the sole shareholder. |
| Form 990, Part VI, Line 7a | MEMBERS OR STOCKHOLDERS WHO MAY ELECT All elected directors are approved by the SME executive compensation committee, and serve at the pleasure of the shareholder, SME. |
| Form 990, Part VI, Line 7b | GOVERNANCE DECISIONS The SME-EF bylaws are reviewed and approved by the SME Executive Compensation Committee. |
| Form 990, Part VI, Line 11b | FORM 990 REVIEW PROCESS SME and SME-EF utilize an independent accounting firm to complete the Form 990 and related schedules. A detailed review of the Federal Form 990 was performed by the Vice President, Finance, the Chief Financial Officer of SME and SME-EF. When the return was finalized, it was presented to the Executive Director/CEO, for discussion and review, where all comments were addressed. The return was then presented to the SME/SME-EF's combined Audit Committee of the Board of Directors for approval, as delegated per the governing bodies. The signed return was made available to all board members prior to filing. |
| FORM 990, PART VI, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT All employees sign a disclosure form when they are hired, and are reminded of the policy annually. If a conflict arises, they are evaluated by the Vice President, Human Resources and the SME Executive Director/CEO. Corrective action is taken if required. |
| Form 990, Part VI, Lines 15a and 15b | PROCESS FOR DETERMINING COMPENSATION All SME-EF staff are employed by SME, which also provides access to employee benefit plans. SME-EF reimburses SME for its employee costs. Benchmark studies have been performed when determining the compensation to be paid to the SME CEO/Executive Director and all top management. A third party performed an independent assessment using multiple local and national surveys. Target compensation is based on these benchmark studies. The Executive Compensation Committee conducts an annual performance review for the CEO/Executive Director against previously set objectives. The CEO/Executive Director conducts an annual performance review of all top management against previously set objectives. Merit increases are awarded annually by the Executive Compensation Committee for the CEO/Executive Director and all top management, based on performance reviews. Executive incentives are awarded based on the Executive Incentive Plan. |
| FORM 990, PART VI, LINE 19 | HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC SME-EF makes their conflict of interest policy, articles of incorporation and audited financial statements available to the general public upon request. Normally electronic copies are provided; however, printed copies are also available. |
| FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II | ALLOCATION OF COMPENSATION AMONG ORGANIZATION AND RELATED ORG. THE EXECUTIVE DIRECTOR & CEO AND VICE PRESIDENT, FINANCE PROVIDES SERVICES TO BOTH SME-EF AND SOCIETY OF MANUFACTURING ENGINEERS, A RELATED ORGANIZATION WHO ALSO SERVES AS THE COMMON PAYMASTER. ADDITIONALLY, THE VICE PRESIDENT, SME-EF AND EDUCATIONAL PROGRAMS OFFICER PERFORM WORK SOLELY FOR SME-EF, BUT ARE COMPENSATED BY SOCIETY OF MANUFACTURING ENGINEERS. COMPENSATION FOR THESE INDIVIDUALS ON PART VII, SECTION A AND SCHEDULE J, PART II HAS BEEN ALLOCATED BASED OFF THE HOURS OF WORK PERFORMED FOR EACH ORGANIZATION. This is a change from the prior year reporting. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS REVALUATION OF CHARITABLE GIFT ANNUITY OBLIGATIONS: ($70,387) ----------- TOTAL ($70,387) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Society of Manufacturing Engineers | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One SME Drive | AddressLine1Txt |
| City | Dearborn | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 380298770 | EIN |
| Primary Activities | Education | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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