SME EDUCATION FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SME EDUCATION FOUNDATION (EIN 38-2746841)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-06
- IRS object ID
- 201403109349301525
- Schema version
- 2013v3.1
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-06T13:18:39-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 W JACKSON BLVD STE 2000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 PO Box 930 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Dearborn | City |
| State | MI | State |
| ZIP Code | 481282408 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wayne Frost | PersonNm |
| Person Title | Interim CEO | PersonTitleTxt |
| Phone | 3134253000 | PhoneNum |
| Signature | 2014-11-04 | 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 | 3134253000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Wayne Frost | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One SME Drive | AddressLine1 |
| City | Dearborn | City |
| State | MI | State |
| ZIP Code | 48121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,460,172 | 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 prepare future engineers and technologists for advanced manufacturing careers. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,440,407 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,846,005 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $374,538 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,136,062 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,814,945 | PYTotalRevenueAmt |
| CY Total Revenue | $2,982,067 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,474,305 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,754,553 | 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 | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $455,345 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,810,863 | PYOtherExpensesAmt |
| CY Other Expenses | $1,541,717 | CYOtherExpensesAmt |
| PY Total Expenses | $3,285,168 | PYTotalExpensesAmt |
| CY Total Expenses | $3,296,270 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,470,223 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$314,203 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,702,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,422,731 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $896,519 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $583,711 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,806,352 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,839,020 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SME EDUCATION FOUNDATION'S ("SMEEF") MISSION IS TO PREPARE FUTURE ENGINEERS AND TECHNOLOGISTS FOR ADVANCED MANUFACTURING CAREERS THROUGH OUTREACH PROGRAMS THAT ENCOURAGE STUDENTS TO STUDY SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS (STEM) IN ALIGNMENT WITH THE SOCIETY OF MANUFACTURING ENGINEERS ("SME"). | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $1,283,991 | ExpenseAmt |
| Grant | $1,162,378 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Scholarships (Support): Awarded scholarships to graduating high school seniors, current undergraduates and masters or doctoral degree students pursuing degrees in manufacturing and related fields. 371 students at 218 higher educational institutions were awarded scholarships totaling $807,055 directly from SMEEF. $355,323 was awarded to the engineering related scholarship funds for student selection by selected schools. Internal use scholarship administration software was also enhanced to enable online access by scholarship applicants. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $256,883 | ExpenseAmt |
| Grant | $164,275 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PRIME and Other Youth Programs (Prepare): The PRIME (Partnership Response in Manufacturing Education) program provides funding to select high school engineering programs to fund updated equipment and software, teacher training, and student summer manufacturing programs. 15 PRIME designated high schools received donations totaling $164,275. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $427,900 | ExpenseAmt |
| Grant | $427,900 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Program Grants to other 501(c)(3) organizations in support of STEM Education initiatives. See Schedule I for a list of these organizations and the amounts awarded. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $126,800 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | See Schedule O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $126,800 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,095,574 | 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 | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | 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 | false | 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 |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | false | 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 | Yes (true) | CompensationProcessCEOInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
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 | AddressLine1 |
| City | Dearborn | City |
| State | MI | State |
| ZIP Code | 48128 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 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 |
|---|---|---|---|---|---|---|---|
| Brian Ruestow | |||||||
| President | 2.0 | 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 | |
| David Bozeman | |||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Barbara Fossum | |||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Elizabeth Kautzmann | |||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Lazaro Lopez | |||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Irving Pressley McPhail | |||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Julian E Pate | |||||||
| 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 Sayen | |||||||
| 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 | |
| Bill Taylor | |||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Peter Zierhut | |||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Bart Aslin | |||||||
| CEO | 50.0 | 0.0 | Yes (X) | $0 | $200,082 | $36,950 | |
| Dennis Bray | |||||||
| CEO | 2.0 | 5.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $200,082 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $36,950 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 | $384,945 | RelatedOrganizationsAmt |
| All Other Contributions | $1,461,060 | AllOtherContributionsAmt |
| Total Contributions | $1,846,005 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,810 | TotalRevenueColumnAmt |
| Exclusion | $240,810 | 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 | $3,373,357 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,478,105 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $895,252 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $895,252 | TotalRevenueColumnAmt |
| Exclusion | $895,252 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,982,067 | TotalRevenueColumnAmt |
| Exclusion | $1,136,062 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,675 | TotalAmt |
| Program Services | $674,675 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $807,055 | TotalAmt |
| Program Services | $807,055 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,823 | TotalAmt |
| Program Services | $272,823 | 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 | $0 | TotalAmt |
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 | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $931 | TotalAmt |
| Management And General | $931 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,890 | TotalAmt |
| Management And General | $17,890 | 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 | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,324 | TotalAmt |
| Management And General | $25,324 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,720 | TotalAmt |
| Program Services | $50,720 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,361 | TotalAmt |
| Program Services | $60,211 | ProgramServicesAmt |
| Management And General | $76,208 | ManagementAndGeneralAmt |
| Fundraising | $79,942 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,698 | TotalAmt |
| Program Services | $21,208 | ProgramServicesAmt |
| Management And General | $31,878 | ManagementAndGeneralAmt |
| Fundraising | $7,612 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,425 | TotalAmt |
| Program Services | $43,334 | ProgramServicesAmt |
| Management And General | $3,680 | ManagementAndGeneralAmt |
| Fundraising | $14,411 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,874 | TotalAmt |
| Program Services | $2,769 | ProgramServicesAmt |
| Management And General | $105 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,833 | TotalAmt |
| Program Services | $17,227 | ProgramServicesAmt |
| Management And General | $71,806 | ManagementAndGeneralAmt |
| Fundraising | $85,800 | 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 | $31,997 | TotalAmt |
| Management And General | $29,952 | ManagementAndGeneralAmt |
| Fundraising | $2,045 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,720 | TotalAmt |
| Program Services | $56,720 | ProgramServicesAmt |
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 | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REIMBURSED PAYROLL/BENEFITS | $734,057 | $87,989 | $409,605 | $236,463 |
| DUES/SUBSCRIPTIONS | $3,116 | $1,694 | $1,422 | |
| MISC AWARDS/PRIZES | $2,660 | $843 | $1,705 | $112 |
| EDUCATION/TRAINING | $2,111 | $1,073 | $1,038 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,296,270 | TotalAmt |
| Program Services | $2,095,574 | ProgramServicesAmt |
| Management And General | $745,351 | ManagementAndGeneralAmt |
| Fundraising | $455,345 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,346 | BOYAmt |
| EOY | $762,851 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,913 | BOYAmt |
| EOY | $1,005,927 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,000 | BOYAmt |
| EOY | $237,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,074 | BOYAmt |
| EOY | $3,957 | 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 | $4,400 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $65,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $65,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,780,638 | BOYAmt |
| EOY | $19,369,269 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,500 | BOYAmt |
| EOY | $43,727 | 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 | $19,702,871 | BOYAmt |
| EOY | $21,422,731 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,399 | BOYAmt |
| EOY | $14,675 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,200 | BOYAmt |
| EOY | $124,450 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $170,750 | 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 | $753,920 | BOYAmt |
| EOY | $273,836 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896,519 | BOYAmt |
| EOY | $583,711 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,434,422 | BOYAmt |
| EOY | $2,434,150 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,586,665 | BOYAmt |
| EOY | $10,568,829 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,785,265 | BOYAmt |
| EOY | $7,836,041 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,806,352 | BOYAmt |
| EOY | $20,839,020 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,702,871 | BOYAmt |
| EOY | $21,422,731 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$314,203 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,346,871 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $2,094,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,242,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,664,252 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,440,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,846,005 | CurrentTaxYearAmt |
| Total | $8,287,754 | 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 | $2,094,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,242,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,664,252 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,440,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,846,005 | CurrentTaxYearAmt |
| Total | $8,287,754 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,304,800 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,982,954 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $442,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $251,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $335,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $377,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $240,810 | CurrentTaxYearAmt |
| Total | $1,648,466 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,936,220 | TotalSupportAmt |
| Public Support CY170 | 0.50149 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56260 | 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 | $19,074,837 | BeginningYearBalanceAmt |
| Contributions | $50,776 | ContributionsAmt |
| Investment Earnings Or Losses | $2,998,031 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $716,716 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,914,283 | OtherExpendituresAmt |
| End Year Balance | $18,492,645 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,257,048 | BeginningYearBalanceAmt |
| Contributions | $61,381 | ContributionsAmt |
| Investment Earnings Or Losses | -$351,744 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $960,956 | GrantsOrScholarshipsAmt |
| End Year Balance | $18,005,729 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,430,437 | BeginningYearBalanceAmt |
| Contributions | $317,007 | ContributionsAmt |
| Investment Earnings Or Losses | $2,781,244 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,271,640 | GrantsOrScholarshipsAmt |
| End Year Balance | $19,257,048 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,633,650 | BeginningYearBalanceAmt |
| Contributions | $80,199 | ContributionsAmt |
| Investment Earnings Or Losses | $3,793,835 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,062,048 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,598 | OtherExpendituresAmt |
| Administrative Expenses | $3,601 | AdministrativeExpensesAmt |
| End Year Balance | $17,430,437 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09914 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42374 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.47712 | 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) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $65,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY OBLIGATIONS | $116,217 |
| DUE TO SME | $152,487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $273,836 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,303,614 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,346,871 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,346,871 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,956,743 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,324 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $25,324 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,982,067 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,270,946 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,270,946 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,324 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $25,324 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,296,270 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b | SME EDUCATION FOUNDATION ("SME EF") served as an intermediary for certain scholarship programs whereby the scholarship recipients were selected by the donor. |
| Part V, Line 4 | 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, typically to support 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 | SME EF has received a favorable determination letter from the Internal Revenue Service stating that it is exempt from federal income taxes under Section 501(a) of the Internal Revenue Code of 1986 (IRC), as an organization 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 the 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 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 statement of financial position. The tax years ended 2010, 2011, 2012 and 2013 are still open to audit for both federal and state purposes. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Grantmaking | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Scholarship | SpecificServicesProvidedTxt |
| Region Total Expenditures | $272,823 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $272,823 | SubtotalSpentAmt |
| Total Spent | $272,823 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (12 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Scholarships for Engineering students | $27,572 | Wire |
| Europe (Including Iceland and Greenland) | Scholarships for Engineering students | $27,572 | Wire |
| Europe (Including Iceland and Greenland) | Scholarships for Engineering students | $27,570 | Wire |
| Europe (Including Iceland and Greenland) | Scholarships for Engineering students | $27,568 | Wire |
| Europe (Including Iceland and Greenland) | Scholarships for Engineering students | $27,567 | Wire |
| Europe (Including Iceland and Greenland) | Scholarships for Engineering students | $27,563 | Wire |
| Europe (Including Iceland and Greenland) | Scholarships for Engineering students | $27,562 | Wire |
| Europe (Including Iceland and Greenland) | Scholarships for Engineering students | $27,560 | Wire |
| Europe (Including Iceland and Greenland) | Scholarships for Engineering students | $24,756 | Wire |
| Europe (Including Iceland and Greenland) | Scholarships for Engineering students | $11,027 | Wire |
| Europe (Including Iceland and Greenland) | Scholarships for Engineering students | $10,991 | Wire |
| Europe (Including Iceland and Greenland) | Scholarships for Engineering students | $5,515 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| 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 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2 | Universities in the United Kingdom were awarded funds through the Ford Blue Oval Scholarship program. Personnel from the Ford Motor Company Fund assist in selecting the universities, and then the universities select their own scholarship recipients. Each scholarship recipient receives the same amount of money. The universities must report back the names of the students selected, and their names are published in the SME EF annual report. |
| Part I, Line 3f | Accrual method of accounting |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Workshops For Warriors | |||||||
| 2970 Main St | San Diego | CA | 92113 | 261721255 | 501(c)(3) | $100,000 | PRIME Support |
| Missouri University of Science | |||||||
| 400 West 10th St | Rolla | MO | 65409 | 436003859 | 501(c)(3) | $67,000 | Project Lead the Way and K-12 Pre-College Programs |
| University of Michigan | |||||||
| 2121 Bonisteel Blvd | Ann Arbor | MI | 48109 | 386006309 | 501(c)(3) | $65,000 | STEM Education |
| Focus Hope | |||||||
| 1355 Oakman Blvd | Detroit | MI | 48238 | 381948285 | 501(c)(3) | $50,000 | General Support |
| St Louis Community College Foundation | |||||||
| 300 S Broadway | St Louis | MO | 63102 | 431374500 | 501(c)(3) | $47,500 | FIRST Robotics |
| Science Center of Pinellas Court | |||||||
| 7701 22nd Ave N | St Petersburg | FL | 33710 | 590874941 | 501(c)(3) | $31,000 | Purchase scientific lab equipment for mfg. program |
| El Camino Comm College Foundation | |||||||
| 16007 Crenshaw Blvd | Torrance | CA | 90506 | 953874302 | 501(c)(3) | $30,000 | Scholarship Program |
| National Engineering Week Foundation | |||||||
| 1420 King St | Alexandria | VA | 22314 | 320039097 | 501(c)(3) | $15,900 | General Support |
| Cedar Falls Community Schools | |||||||
| 1002 W First St | Cedar Falls | IA | 50613 | 420862684 | Cedar Falls | $15,000 | PRIME School Support |
| Centerville Board of Education | |||||||
| 111 Virginia Ave | Centerville | OH | 45458 | 316000994 | Centerville | $15,000 | PRIME School Support |
| CITY OF WESTFIELD | |||||||
| 33 Smith Ave | Westfield | MA | 01085 | 046001356 | Westfield | $15,000 | PRIME School Support |
| Jackson County Intermediate School District | |||||||
| 6700 Browns Lake RD | Jackson | MI | 49201 | 381710621 | Jackson County | $15,000 | PRIME School Support |
| Milwaukee Public Schools | |||||||
| 700 S 4th ST | Milwaukee | WI | 53204 | 396003457 | Milwaukee | $15,000 | PRIME School Support |
| Petaluma City Schools | |||||||
| 200 Douglas St | Petaluma | CA | 94952 | 680343405 | Petaluma | $15,000 | PRIME School Support |
| Shelby County Board of Education | |||||||
| 100 Calera Eagle DR | Calera | AL | 35040 | 636001081 | Shelby County | $15,000 | PRIME School Support |
| Shop Rat Foundation | |||||||
| 11885 Bunkerhill Rd | Pleasant Lake | MI | 49272 | 383700259 | 501(c)(3) | $15,000 | Curriculum develop. |
| Project Lead the Way | |||||||
| 3939 Priority Way S Dr | Clifton Park | NY | 12065 | 141816385 | 501(c)(3) | $15,000 | Gateway Academy |
| FIRST | |||||||
| 200 Bedford ST | Manchester | NH | 03101 | 222990908 | 501(c)(3) | $10,000 | Robotics Contest |
| France Tuttle Tech Ctr School District #21 | |||||||
| 12777 N Rockwell Ave | Oklahoma City | OK | 73142 | 731077928 | Oklahoma City | $10,000 | PRIME School Support |
| Kettering City Schools | |||||||
| 3750 Far Hills Ave | Kettering | OH | 45429 | 316000922 | Kettering | $10,000 | PRIME School Support |
| Centinela Valley Union High School District | |||||||
| 14901 S Inglewood Ave | Lawndale | CA | 90260 | 956000539 | Lawndale | $10,000 | PRIME School Support |
| Tri-Rivers Career Center | |||||||
| 2222 Marion-Mt Gilead Rd | Marion | OH | 43302 | 310843022 | Marion | $10,000 | Support Robotics |
| Reorganized School District 7 Jackson County | |||||||
| 301 NE Tudor Rd | Lees Summit | MO | 64086 | 446004933 | Jackson County | $10,000 | PRIME School Support |
| Township High School District 214 | |||||||
| 900 S Elmhurst Rd | Wheeling | IL | 60090 | 366004405 | Wheeling | $10,000 | PRIME School Support |
| Ohio Technology Student Assoc | |||||||
| 3359 Martel Rd | Caledonia | OH | 43314 | 311019345 | 501(c)(3) | $10,000 | National Robotics |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 26 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | College and Technical School Scholarships | GrantTypeTxt |
| Recipient | 372 | RecipientCnt |
| Cash Grant | $812,569 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | 1) Sites within our PRIME network that are receiving funding from SME EF are continuously engaged with SME EF staff. All PRIME designated sites are requested to complete year end reports that detail funding allocations and expenditures. An SME EF staff member or SME volunteer visits each PRIME school at least annually to monitor their program. 2) Organizations receiving other grants and assistance are required to provide a year end report on their use of the funds and on their program activities. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | 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 | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bart Aslin | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $149,455 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $32,562 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $18,065 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $22,105 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $14,845 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $237,032 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | Society of Manufacturing Engineers ("SME") a related organization of SME EF, uses the following to establish the compensation of the organization's CEO: 1) Recommendation of the SME Executive Compensation Committee 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 SMEEF Board President |
| Part I, Line 4a | Bart Aslin's term as CEO ended November 11, 2013. He received a severance payment of $6,349 during 2013. |
| Part I, Line 5a | SME EF does not pay or accrue any compensation contingent on revenues. However, SME pays the CEO a bonus contingent on the revenues of SME EF but does not pass on that cost to SME EF. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Changes to Program Services | Form 990, Part III, Line 3 SME EF has discontinued their High School Equipment Upgrade Program, in which grants were awarded for the purchase of upgraded classroom equipment. |
| Other program services | Form 990 part III, line 4d Educational Websites and Films (Inspire): Contracted with outside vendors for film, video and website productions with the purpose of inspiring youth to consider future careers in engineering and manufacturing. Projects funded included the Manufacturing is Cool and CareerME Websites, Edge Factor film/video series, and documentary film production. |
| Members or Shareholders | Form 990, Part VI, Line 6 SME is the sole shareholder. |
| Members or Stockholders Who May Elect | Form 990, Part VI, Line 7a SME'S Executive Compensation Committee elects the SME EF Board of Directors. |
| Governance Decisions | Form 990, Part VI, Line 7B The SME EF bylaws are reviewed and approved by the SME Executive Compensation Committee. |
| Form 990 Review Process | Form 990, Part VI, Line 11 The SME EF's combined audit committee reviews the completed Forms 990 before filing as delegated by the governing bodies. |
| CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT | Form 990, Part VI, Line 12c All employees, including the CEO, sign a disclosure form when they are hired, and are reminded of the policy annually. If a conflict arises, they are evaluated by the Senior Manager of Human Resources and the Executive Director. Corrective action is taken if required. |
| PROCESS FOR DETERMINING COMPENSATION | Form 990, Part VI, Line 15A All SME EF staff are employed by SME, which also provides access to employee benefit plans. SME EF reimburses SME for its employee costs. Target salary levels for the CEO and other management positions are set based upon benchmark studies by compensation consultants. The SME Executive Director and SME EF Board President conduct an annual performance review of the SME EF CEO against pre-established objectives and recommend salary merit increases for the coming year. Both the objectives and merit increases are approved by the SME Executive Compensation Committee, after consultation with the SME EF Board President. Prior year performance is reviewed with these two oversight bodies at year end. Executive incentives (bonuses) are also awarded based upon the Executive incentive plan. |
| GOVERNING DOCUMENTS MADE AVAILABLE | Form 990, Part VI, Line 19 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Society of Manufacturing Engineers | ||||||||||
| One SME Drive | Dearborn | MI | 48121 | 380298770 | Education | MI | 501(c)(3) | 09 | NA | false |
| Tooling University LLC | ||||||||||
| 3615 Superior Ave Suite 4406C | Cleveland | OH | 44114 | 043592513 | Edu Courses | OH | 501(c)(3) | 09 | NA | false |
| 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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