2014-02-04T07:00:24-06:00 2013-03-31 CROWE HORWATH LLP 750 N St Paul Suite 850 Dallas TX 75201 990 2012-04-01 752001539 SOCIETY OF PETROLEUM ENGINEERS INC SOCI 9729529393 222 Palisades Creek Drive Richardson TX 75080 STEVEN BYRNE 2013-07-18 true RACHEL SPURLOCK P00520729 2147775200 2012 2015-11-30 17:44:51Z MARK A RUBIN 222 Palisades Creek Drive Richardson TX 75080 89329717 false X WWW.SPE.ORG X 1984 TX THE SOCIETY OF PETROLEUM ENGINEERS (SPE) IS A NOT-FOR-PROFIT PROFESSIONAL ASSOCIATION WHOSE MEMBERS ARE ENGAGED IN ENERGY RESOURCES DEVELOPMENT AND PRODUCTION. SPE SERVES MORE THAN 104,000 MEMBERS IN 123 COUNTRIES WORLDWIDE. SPE IS A KEY RESOURCE FOR TECHNICAL KNOWLEDGE RELATED TO THE OIL AND GAS EXPLORATION AND PRODUCTION INDUSTRY AND PROVIDES SERVICES THROUGH ITS PUBLICATIONS, EVENTS, TRAINING COURSES, AND ONLINE RESOURCES AT WWW.SPE.ORG. 27 27 253 50 5601471 1138177 178564 1804074 51181211 55595101 1133936 2636088 1312308 1304013 53806019 61339276 2023687 2221548 0 0 18894299 20610486 0 0 44676 30673613 34975857 51591599 57807891 2214420 3531385 67444309 72443647 22843469 25302721 44600840 47140926 THE MISSION OF THE SOCIETY OF PETROLEUM ENGINEERS IS TO COLLECT, DISSEMINATE, AND EXCHANGE TECHNICAL KNOWLEDGE CONCERNING THE EXPLORATION, DEVELOPMENT AND PRODUCTION OF OIL AND GAS RESOURCES, AND RELATED TECHNOLOGIES FOR THE PUBLIC BENEFIT, AND TO PROVIDE OPPORTUNITIES FOR PROFESSIONALS TO ENHANCE THEIR TECHNICAL AND PROFESSIONAL COMPETENCE. false false 42422855 2221548 55708940 SPE SERVES MORE THAN 104,000 MEMBERS AND PROVIDES TECHNICAL TRAINING AND RESOURCES AS FOLLOWS: MEETINGS AND CONFERENCES - INCLUDES TECHNICAL SESSIONS, WORKSHOPS, AND SYMPOSIUMS. MEMBERSHIP SERVICES - SPE ORG, MEMBER BENEFITS, AND MEMBER DIRECTORY, AND GLOBAL TRAINING. PUBLICATIONS - INCLUDES TECHNICAL JOURNALS, MONOGRAMS, BOOKS AND ACCESSORIES. U.S. SECTION ACTIVITY FOR MEETINGS, EDUCATIONAL COURSES, DONATIONS, SCHOLARSHIPS, AND OTHER EVENTS. 42422855 true true false false false false false false false true false false true false true false true false true true false true false false false false false true true false false false false false false false false false false false false false true true true true false true 178 0 true 253 true true true true BR false false false false false false false false X 27 27 false false false false false true false true true false true true false true true true true true true false false X Steven Byrne 9729529407 222 Palisades Creek Drive Richardson TX 75080 ALAIN LABASTIE 1.00 X X 0 0 0 EGBERT IMOMOH 1.00 X X 0 0 0 GANESH C THAKUR 1.00 X X 0 0 0 JANEEN JUDAH 1.00 X X 0 0 0 JEFF SPATH 1.00 X X 0 0 0 KEN ARNOLD 1.00 X X 0 0 0 AHMED ABOU-SAYED 1.00 X 0 0 0 ALEK MUSA 1.00 X 0 0 0 ANDREY GLADKOV 1.00 X 0 0 0 ANTHONY OGUNKOYA 1.00 X 0 0 0 ARNIS JUDZIS 1.00 X 0 0 0 BRYANT MUELLER 1.00 X 0 0 0 CINDY REECE 1.00 X 0 0 0 FAREED ABDULLA 1.00 X 0 0 0 GENE NARAHARA 1.00 X 0 0 0 HOSNIA HASHIM 1.00 X 0 0 0 JOHN BOARDMAN 1.00 X 0 0 0 JOHN CRAMER 1.00 X 0 0 0 JOHN WALSH 1.00 X 0 0 0 JOSEPH AYOUB 1.00 X 0 0 0 KEITH MACLEOD 1.00 X 0 0 0 LEON BEUGELSKIJK 1.00 X 0 0 0 MAURIZIO RAMPOLDI 1.00 X 0 0 0 MIKE EBERHARD 1.00 X 0 0 0 MOHAMMED AL-QAHTANI 1.00 X 0 0 0 MOHAN KELKAR 1.00 X 0 0 0 NESTOR SAAVEDRA 1.00 X 0 0 0 OLIVIER HOUZE' 1.00 X 0 0 0 PETER SCHRENKEL 1.00 X 0 0 0 ROLAND MOREAU 1.00 X 0 0 0 RON MORRIS 1.00 X 0 0 0 SAM SAREM 1.00 X 0 0 0 SHAUNA NOONAN 1.00 X 0 0 0 SID SMITH 1.00 X 0 0 0 SUDHIR VASUDEVA 1.00 X 0 0 0 TOM WALSH 1.00 X 0 0 0 CORDELLA GILLETTE 40.00 X 220007 0 13883 GEORGEANN BILICH 40.00 X 245029 0 36596 JANE BOYCE 40.00 X 176537 0 34604 MARK A RUBIN 40.00 X 399338 0 53278 STEPHEN L GRAHAM 40.00 X 250557 0 37952 STEVEN BYRNE 40.00 X 175836 0 39126 WALTER JACINTO 40.00 X 107375 0 12327 ALPHIA PAYNE 40.00 X 183211 0 6161 CRAIG MORITZ 40.00 X 267176 0 29957 GLENDA SMITH 40.00 X 159911 0 19606 JOHN DONNELLY 40.00 X 157321 0 36275 MICHAEL MCMANUS 40.00 X 202411 0 22570 2544709 0 342335 39 false true false BYRNE CONSTRUCTION 3100 W 7TH ST SUITE 200 FORT WORTH TX 76101 CONSTRUCTION 4798891 TMA RESOURCES 1919 GALLOWS ROAD SUITE 400 VIENNA VA 22182 IT CONSULTING 834296 FREEMAN AUDIO VISUAL PO BOX 650519 DALLAS TX 75265 A/V SERVICES 651841 FREEMAN COMPANIES PO BOX 650036 DALLAS TX 752650036 CONVENTION SERVICES 581796 RK GROUP LLC PO BOX 1361 SAN ANTONIO TX 782951361 CATERING 578782 16 1804074 1804074 MEETINGS 561000 27188226 27188226 PUBLICATIONS 541800 7193608 1592137 5601471 MEMBERS DUES/ASSESSMENTS 900099 7053180 7053180 US CHAPTER REVENUE 541800 6098340 6098340 MANAGEMENT FEES 900099 3516729 3516729 4545018 4545018 0 0 55595101 787810 787810 0 241331 241331 0 0 0 29492140 27157267 486595 2334873 -486595 1848278 1848278 0 0 1295422 346579 948843 948843 OTHER REVENUE 900099 113839 113839 0 0 0 0 0 0 113839 61339276 50107469 5601471 3826262 0 1948481 1948481 273067 273067 0 2001901 1095569 903506 2826 0 14498633 7934585 6543580 20468 700550 383386 316175 989 2119637 1160002 956643 2992 1289765 705842 582102 1821 0 58025 31755 26188 82 152504 83460 68829 215 0 0 73228 73228 1034825 566323 467041 1461 297281 297281 1079849 590963 487362 1524 1471163 805115 663971 2077 0 1546461 846323 697955 2183 1689168 924421 762362 2385 0 10292747 10292747 0 0 1459811 798902 658848 2061 0 PUBLICATIONS 3817394 3817394 U.S. SECTIONS EXPENSES 3767536 3080478 687058 DUES & MEMBERS PROGRAMS 3420458 3420458 EPA EXPENSE 1254071 1254071 3561336 2409513 1148231 3592 57807891 42422855 15340360 44676 0 600 600 7751139 5495770 4639957 4670647 0 0 1974335 1838762 2012762 1645318 21823908 4710359 10321773 17113549 27294149 29964675 2792161 816114 0 10657433 10898212 67444309 72443647 9171488 10241758 13671981 15060963 0 0 0 22843469 25302721 X 42662714 45322428 1561342 1441714 376784 376784 44600840 47140926 67444309 72443647 X 3531385 -725076 46181 -312404 X false true X true false X 658752 1284117 939161 178564 1804074 4864668 30663179 35167906 41209446 48320488 49993630 205354649 0 0 0 31321931 36452023 42148607 48499052 51797704 210219317 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 210219317 1240103 892325 866773 816490 1029141 4844832 0 1240103 892325 866773 816490 1029141 4844832 5601471 5601471 1704133 1395781 99414 329424 113839 3642591 34266167 38740129 43114794 49644966 58542155 224308211 0.93720 0.95120 0.02160 0.02400 X OTHER INCOME, SCHEDULE A, PART III, LINE 12, DESCRIPTION - OTHER INCOME, COLUMN A - 1704133, COLUMN B - 1395781, COLUMN C - 99414, COLUMN D - 329424, COLUMN E - 113839, COLUMN F - 3642591;, RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1085675 1085675 10351095 392369 9958726 136234 136234 9192862 4317990 4874872 1058042 1058042 17113549 INTEREST IN FOUNDATION ASSETS 10811050 SOFTWARE DEVELOPMENT COSTS 87162 10898212 0 0 X FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 SPE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) 0F THE INTERNAL REVENUE CODE AS A PUBLIC CHARITY. HOWEVER, SPE IS SUBJECT TO INCOME TAXES ON ANY UNRELATED BUSINESS INCOME THAT IS DERIVED FROM ACTIVITIES NOT IN FURTHERANCE OF EXEMPT PURPOSES. SPE'S UNRELATED BUSINESS INCOME CONSISTS PRINCIPALLY OF ADVERTISING INCOME. SPE ADOPTED THE PROVISIONS OF ASC 740-10 UNCERTAIN TAX POSITIONS ( P REV I 0 U S L Y K N 0 WN A S FA S B I NT E R P RET AT IO N N 0 4 8 , ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES) ON APRIL 1, 2009 MANAGEMENT BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS NOR ANY PENALTIES AND INTEREST HAVE BEEN ACCRUED FOR THE YEAR ENDED MARCH 31,2013, AND, ACCORDINGLY, THERE IS NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SPE IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR 2009 FORWARD. true EAST ASIA AND THE PACIFIC 1 24 PROGRAM SERVICES MEETINGS AND TRAINING COURSES 4085506 SOUTH AMERICA 1 PROGRAM SERVICES EVENTS 46097 EAST ASIA AND THE PACIFIC GRANTMAKING SCHOLARSHIPS 47667 EUROPE (INCLUDING ICELAND AND GREENLAND) GRANTMAKING SCHOLARSHIPS 67500 MIDDLE EAST AND NORTH AFRICA GRANTMAKING SCHOLARSHIPS 12100 NORTH AMERICA (CANADA & MEXICO ONLY) GRANTMAKING SCHOLARSHIPS 43300 RUSSIA AND THE NEWLY INDEPENDENT STATES GRANTMAKING SCHOLARSHIPS 27500 SOUTH AMERICA GRANTMAKING SCHOLARSHIPS 40000 SOUTH ASIA GRANTMAKING SCHOLARSHIPS 5000 SUB-SAHARAN AFRICA GRANTMAKING SCHOLARSHIPS 30000 2 24 4404670 SCHOLARSHIPS EAST ASIA AND THE PACIFIC 16 47667 TRANSFER SCHOLARSHIPS EUROPE (INCLUDING ICELAND AND GREENLAND) 15 67500 TRANSFER SCHOLARSHIPS MIDDLE EAST AND NORTH AFRICA 6 12100 TRANSFER SCHOLARSHIPS NORTH AMERICA (CANADA & MEXICO ONLY) 7 43300 TRANSFER SCHOLARSHIPS RUSSIA AND THE NEWLY INDEPENDENT STATES 7 27500 TRANSFER SCHOLARSHIPS SOUTH AMERICA 9 40000 TRANSFER SCHOLARSHIPS SOUTH ASIA 5 5000 TRANSFER SCHOLARSHIPS SUB-SAHARAN AFRICA 10 30000 TRANSFER false false true false false false Procedures for monitoring use of grant funds Schedule F, Part I, Line 2 SCHOLARSHIPS ARE GRANTS OUTSIDE THE US PROVIDED TO RECIPIENTS BASED UPON STATED QUALIFICATIONS AND ARE MONITORED THROUGH REQUIRED SUBMISSION OF GRADES AND PROOF OF ENROLLMENTS. Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 EAST ASIA AND THE PACIFIC: ACCRUAL EAST ASIA AND THE PACIFIC: CASH EUROPE (INCLUDING ICELAND AND GREENLAND): CASH MIDDLE EAST AND NORTH AFRICA: CASH NORTH AMERICA (CANADA & MEXICO ONLY): CASH RUSSIA AND THE NEWLY INDEPENDENT STATES: CASH SOUTH AMERICA: ACCRUAL SOUTH AMERICA: CASH SOUTH ASIA: CASH SUB-SAHARAN AFRICA: CASH Method used to account for grants on organization's financial statements Schedule F, Part III EAST ASIA AND THE PACIFIC: CASH EUROPE (INCLUDING ICELAND AND GREENLAND): CASH MIDDLE EAST AND NORTH AFRICA: CASH NORTH AMERICA (CANADA & MEXICO ONLY): CASH RUSSIA AND THE NEWLY INDEPENDENT STATES: CASH SOUTH AMERICA: CASH SOUTH ASIA: CASH SUB-SAHARAN AFRICA: CASH Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 EAST ASIA AND THE PACIFIC: ACCRUAL EAST ASIA AND THE PACIFIC: CASH EUROPE (INCLUDING ICELAND AND GREENLAND): CASH MIDDLE EAST AND NORTH AFRICA: CASH NORTH AMERICA (CANADA & MEXICO ONLY): CASH RUSSIA AND THE NEWLY INDEPENDENT STATES: CASH SOUTH AMERICA: ACCRUAL SOUTH AMERICA: CASH SOUTH ASIA: CASH SUB-SAHARAN AFRICA: CASH Method used to account for grants on organization's financial statements Schedule F, Part III EAST ASIA AND THE PACIFIC: CASH EUROPE (INCLUDING ICELAND AND GREENLAND): CASH MIDDLE EAST AND NORTH AFRICA: CASH NORTH AMERICA (CANADA & MEXICO ONLY): CASH RUSSIA AND THE NEWLY INDEPENDENT STATES: CASH SOUTH AMERICA: CASH SOUTH ASIA: CASH SUB-SAHARAN AFRICA: CASH true SCHOLARSHIPS 65 270200 SECTION SCHOLARSHIPS 634 1678281 Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 SCHOLARSHIPS ARE PROVIDED TO RECIPIENTS BASED UPON STATED QUALIFICATIONS, AND ARE MONITORED THROUGH REQUIRED SUBMISSION OF GRADES AND PROOF OF ENROLLMENT. X true true X X X false false false false false false false false false MARK A RUBIN 350338 0 49000 0 0 0 23775 0 29503 0 452616 0 0 0 STEPHEN L GRAHAM 217684 0 32873 0 0 0 14887 0 23065 0 288509 0 0 0 GEORGEANN BILICH 213783 0 31246 0 0 0 14638 0 21958 0 281625 0 0 0 CORDELLA GILLETTE 192772 0 27235 0 0 0 9674 0 4209 0 233890 0 0 0 STEVEN BYRNE 152968 0 22868 0 0 0 10683 0 28443 0 214962 0 0 0 JANE BOYCE 151470 0 25067 0 0 0 10320 0 24284 0 211141 0 0 0 ALPHIA PAYNE 179117 0 4094 0 0 0 5546 0 615 0 189372 0 0 0 MICHAEL MCMANUS 199243 0 3168 0 0 0 4292 0 18278 0 224981 0 0 0 GLENDA SMITH 145194 0 14717 0 0 0 9739 0 9867 0 179517 0 0 0 CRAIG MORITZ 257937 0 9239 0 0 0 8098 0 21859 0 297133 0 0 0 JOHN DONNELLY 130127 0 27194 0 0 0 9109 0 27166 0 193596 0 0 0 First-class or charter travel Schedule J, Part I, Line 1a THERE IS NO CHARTER TRAVEL DIRECTORS ARE ALLOWED TO FLY BUSINESS CLASS OR FIRST CLASS FOR FLIGHTS THAT EXCEED 8 HOURS. SENIOR MANAGERS CAN FLY FIRST OR BUSINESS CLASS IF THE FLIGHT IS OVER 10 HOURS. Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a THE MEMBER RIGHTS INCLUDE: 1) TO BE REFRESENTED IN AND TO PARTICIPATE IN, THE WORK OF THE SOCIETY WITH THE RIGHT TO VOTE; 2) TO STAND FOR ELECTION, AND TO NOMINATE CANDIDATES, TO SECTION A, ALL OFFICIAL BODIES OF THE SOCIETY; 3) TO SUBMIT PROPOSALS TO THE SOCIETY AND TO OTHER BODIES OF THE SOCIETY; AND 4) TO ASSEMBLE IN SECTIONS OR CHAPTERS FOR THE ENJOYMENT OF THE INDIVIDUAL MEMBERS. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS; THE RETURN IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM, CROWE HORWATH LLP, AND IS REVIEWED BY THE ORGANIZATION'S CFO. Conflict of interest policy Form 990, Part VI, Section B, Line 12c THE ORGANIZATION REGULARLY AND CONSISTENTLY ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY VIA ITS INTERNAL AUDIT PROCESSES. THE INTERNAL AUDIT DEPARTMENT MONITORS THE CONTRACTING AND DISBURSEMENT PROCESS TO ENSURE THAT NO CONTRACTS ARE ISSUED, OR PAYMENTS MADE, TO PERSONS OR ENTITIES THAT WOULD HAVE A CONFLICT OF INTEREST. SPE HAS A POLICY PROHIBITING CONFLICTS OF INTEREST. BOARD MEMBERS AND DIRECTORS OF THE FIRM ARE AWARE OF THE POLICY AND HAVE AGREED TO ABIDE BY IT. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS ALL SALARY INCREASES FOR EXECUTIVE DIRECTOR AND STAFF DIRECTORS BASED ON SURVEY DATA. THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED BY THE COMMITTEE. COMPENSATION OF OFFICERS FORM 990, PART VI, LINE 15B OFFICER COMPENSATION WAS REVIEWED IN THE FISCAL YEAR AND APPROVED BY THE GOVERNING BODY. THE RESULTS OF THE REVIEW WERE CONTEMPORANEOUSLY DOCUMENTED. HOWEVER, COMPARABLE COMPENSATION INFORMATION WAS NOT USED FOR ALL OF THE OFFICERS OF THE BOARD. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, AND THEY ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE, WWW SPE ORG. Other changes in net assets or fund balances Form 990 , Part XI, Line 9 NET CHANGE IN FOUNDATION NET ASSETS - 340119; U.S. CHAPTERS NET INCOME - -652523; SPE EUROPE LTD EUROPE REGIONAL OFFICE OF SPE UK 501(C)(3) N/A SOCIETY OF PETROLEUM ENGINEERS STICHTING false SPE CANADA 900 521 - 3RD AVENUE SW CALGARY ALBERTA CA T2P 3T3 CANADA REGIONAL OFFICE OF SPE CA 501(C)(3) N/A SOCIETY OF PETROLEUM ENGINEERS STICHTING false SPE MIDDLE EAST MIDDLE EAST, NORTH AFRICA, SOUTH ASIA REGIONAL OFFICE OF SPE AE 501(C)(3) N/A SOCIETY OF PETROLEUM ENGINEERS STICHTING false SPE MALAYSIA LEVEL 35 GARDENS SOUTH TOWER KUALA LUMPUR MY MALAYSIA REGIONAL OFFICE OF SPE MY SOCIETY OF PETROLEUM ENGINEERS STICHTING C CORPORATION 0 0 0 SPE BRASIL EVENTOS LTDA RUA TEIXEIRA DE FREITAS 31 RIO DE JANEIRO CEP BR 20021-902 EVENTS AND CONFERENCES BR SOCIETY OF PETROLEUM ENGINEERS INC C CORPORATION -146455 2186505 0.999 true false false false true false false false false false false false true false false false false false false false SPE BRASIL EVENTOS LTDA D 449507 COST SPE BRASIL EVENTOS LTDA L 37892 COST