SOCIETY OF PETROLEUM ENGINEERS SPE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF PETROLEUM ENGINEERS SPE INC (EIN 75-2001539)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2013-02-07
- IRS object ID
- 201320389349300822
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-02-07T10:48:27-06:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135381590 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 WISCONSIN AVE SUITE 800 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208144827 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752001539 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF PETROLEUM ENGINEERS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOCI | NameControl |
| Phone | 9729529393 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 PALISADES CREEK DRIVE | AddressLine1 |
| City | RICHARDSON | City |
| State | TX | State |
| ZIP Code | 75080 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE BYRNE | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 9729529393 | Phone |
| Date Signed | 2013-02-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOYCE M UNDERWOOD | Name |
| PTIN | P00022361 | PTIN |
| Phone | 3016544900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK A RUBIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 PALISADES CREEK DRIVE | AddressLine1 |
| City | RICHARDSON | City |
| State | TX | State |
| ZIP Code | 75080 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 59311503 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SPE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | TO COLLECT AND DISTRIBUTE INFORMATION ON THE PETROLEUM INDUSTRY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 228 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 4228548 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 222966 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 939161 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 178564 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 43284144 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 51181211 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1502690 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1133936 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1121027 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1312308 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 46847022 | TotalRevenuePriorYear |
| Total Revenue Current Year | 53806019 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1634691 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2023687 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17189498 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18894299 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 45757 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 29517646 | OtherExpensePriorYear |
| Other Expenses Current Year | 30673613 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 48341835 | TotalExpensesPriorYear |
| Total Expenses Current Year | 51591599 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1494813 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2214420 | RevenuesLessExpensesCY |
| Total Assets BOY | 62330637 | TotalAssetsBOY |
| Total Assets EOY | 67444309 | TotalAssetsEOY |
| Total Liabilities BOY | 18305162 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22843469 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 44025475 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 44600840 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7888090 | Expense |
| Revenue | 2463965 | Revenue |
| Description | PUBLICATIONS - INCLUDES TECHNICAL JOURNALS, MONOGRAMS, BOOKS, AND ACCESSORIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9758287 | Expense |
| Revenue | 15600543 | Revenue |
| Description | MEMBERSHIP SERVICES - SPE.ORG, MEMBER BENEFITS, AND MEMBER DIRECTORY, AND GLOBAL TRAINING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16646209 | Expense |
| Revenue | 24309232 | Revenue |
| Description | MEETINGS AND CONFERENCES - INCLUDES TECHNICAL SESSIONS, WORKSHOPS, AND SYMPOSIUMS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4564216 | Expense |
| Grants | 1501420 | Grants |
| Revenue | 5891015 | Revenue |
| Description | U.S. SECTION ACTIVITY FOR MEETINGS, EDUCATIONAL COURSES, DONATIONS SCHOLARSHIPS, AND OTHER EVENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4564216 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1501420 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 5891015 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 38856802 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 207 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 228 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | AE | NameOfForeignCountry |
| Name Of Foreign Country | MY | NameOfForeignCountry |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | BR | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEVE BYRNE | NamePerson |
| Telephone Number | 9729529407 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 PALISADES CREEK DRIVE | AddressLine1 |
| City | RICHARDSON | City |
| State | TX | State |
| ZIP Code | 75080 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| AHMED ABOU-SAYED | |||||||
| TD-PRODUCTIONS & OPERATIONS | 1.00 | X | 0 | 0 | 0 | ||
| MOHAMMED AL-QAHTANI | |||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | ||
| KEN ARNOLD | |||||||
| VP - FINANCE | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH AYOUB | |||||||
| TD-DRILLING & COMPLETIONS | 1.00 | X | 0 | 0 | 0 | ||
| LEON BEUGELSKIJK | |||||||
| RD-NORTH SEA | 1.00 | X | 0 | 0 | 0 | ||
| JOHN BOARDMAN | |||||||
| RD-SOUTHERN ASIA PACIFIC | 1.00 | X | 0 | 0 | 0 | ||
| JOHN CRAMER | |||||||
| RD-EASTERN NORTH AMERICA | 1.00 | X | 0 | 0 | 0 | ||
| ANDREY GLADKOV | |||||||
| RD-RUSSIA AND CASPIAN | 1.00 | X | 0 | 0 | 0 | ||
| HOSNIA HASHIM | |||||||
| RD-MIDDLE EAST | 1.00 | X | 0 | 0 | 0 | ||
| EGBERT IMOMOH | |||||||
| 2013 PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| ARNIS JUDZIS | |||||||
| RD- ROCKY MOUNTAIN N. AMERICA | 1.00 | X | 0 | 0 | 0 | ||
| MOHAN KELKAR | |||||||
| RD-MID-CONTINENT N. AMERICA | 1.00 | X | 0 | 0 | 0 | ||
| ALAIN LABASTIE | |||||||
| 2011 PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| KEITH MACLEOD | |||||||
| RD-CANADA REGION | 1.00 | X | 0 | 0 | 0 | ||
| ROLAND MOREAU | |||||||
| TD-HEALTH, SAFETY, SEC., ENVIR. | 1.00 | X | 0 | 0 | 0 | ||
| ALEK MUSA | |||||||
| RD-AFRICA REGION | 1.00 | X | 0 | 0 | 0 | ||
| GENE NARAHARA | |||||||
| TD-RESERVOIR DESCRIPTION & DYNAMICS | 1.00 | X | 0 | 0 | 0 | ||
| MAURIZIO RAMPOLDI | |||||||
| RD-SOUTH CENTRAL AND EAST EUROPE | 1.00 | X | 0 | 0 | 0 | ||
| CINDY REECE | |||||||
| TD-MANAGEMENT INFORMATION | 1.00 | X | 0 | 0 | 0 | ||
| NESTOR SAAVEDRA | |||||||
| RD-SOUTH AMERICA & CARIBBEAN | 1.00 | X | 0 | 0 | 0 | ||
| SAM SAREM | |||||||
| RD-WESTERN NORTH AMERICA | 1.00 | X | 0 | 0 | 0 | ||
| PETER SCHRENKEL | |||||||
| RD-SOUTHWEST NORTH AMERICA | 1.00 | X | 0 | 0 | 0 | ||
| SID SMITH | |||||||
| RD-GULF COAST NORTH AMERICA | 1.00 | X | 0 | 0 | 0 | ||
| GANESH C THAKUR | |||||||
| 2012 PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| SUDHIR VASUDEVA | |||||||
| DIRECTOR AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN WALSH | |||||||
| TD-PROJECT, FACILITIES & CONSTRUSTION | 1.00 | X | 0 | 0 | 0 | ||
| YIAW HIN WEE | |||||||
| RD-NORTHERN ASIA PACIFIC | 1.00 | X | 0 | 0 | 0 | ||
| MARK A RUBIN | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 408856 | 0 | 31960 | X | ||
| STEPHEN L GRAHAM | |||||||
| MD-AMERICAS | 40.00 | 258840 | 0 | 25111 | X | ||
| GEORGEANN BILICH | |||||||
| MD-COMMUNICATIONS | 40.00 | 261622 | 0 | 17795 | X | ||
| CORDELLA GILLETTE | |||||||
| MD-ASIA PACIFIC | 40.00 | 231110 | 0 | 9674 | X | ||
| ROBERT WYATT | |||||||
| MD-INFO TECHNOLOGY | 40.00 | 207077 | 0 | 20513 | X | ||
| STEVEN BYRNE | |||||||
| CFO, DIR-BUSINESS SERVICES | 40.00 | 188098 | 0 | 17314 | X | ||
| JANE BOYCE | |||||||
| MD-MEMBER SERVICES | 40.00 | 181263 | 0 | 21913 | X | ||
| ALPHIA PAYNE | |||||||
| MANAGER SALES | 40.00 | 234200 | 0 | 5597 | X | ||
| KIRK COLLIGAN | |||||||
| SALES | 40.00 | 196776 | 0 | 7276 | X | ||
| MICHAEL MCMANUS | |||||||
| SALES | 40.00 | 173130 | 0 | 10527 | X | ||
| GLENDA SMITH | |||||||
| SM-TECH. PUBLICATIONS | 40.00 | 167672 | 0 | 13518 | X | ||
| CRAIG MORITZ | |||||||
| SM-SALES | 40.00 | 163960 | 0 | 18721 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2672604 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 199919 | TotalOtherCompensation |
| Number Individuals GT100 K | 33 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TMA RESOURCES | |||||
| 1919 GALLOWS ROAD SUITE 400 | VIENNA | VA | 22182 | IT CONSULTING | 774457 |
| FREEMAN COMPANIES | |||||
| PO BOX 650036 | DALLAS | TX | 75265 | CONVENTION SERVICES | 503795 |
| FREEMAN AUDIO VISUAL | |||||
| PO BOX 650519 | DALLAS | TX | 75265 | A/V SERVICES | 477278 |
| TECHNOLGENT | |||||
| 15950 NORTH DALLAS PARKWAY SUITE 5 | DALLAS | TX | 75248 | IT CONSULTING | 375285 |
| FUSION SOLUTIONS | |||||
| 16901 NORTH DALLAS PARKWAY SUITE 1 | ADDISON | TX | 75001 | IT CONSULTING | 323065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Related Organizations | 178564 | RelatedOrganizations |
| Total Contributions | 178564 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEETINGS | 561000 | 24309232 | 24309232 | |
| MEMBER DUES/ASSESSMENT | 561000 | 7714435 | 7714435 | |
| U.S. CHAPTER REVENUE | 900099 | 5891015 | 5891015 | |
| PUBLICATIONS | 541800 | 5709845 | 1481081 | 4228764 |
| MANAGEMENT FEES | 900099 | 3404570 | 3404570 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4152114 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4152114 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 51181211 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 816274 | TotalRevenueColumn |
| Unrelated Business Revenue | -216 | UnrelatedBusinessRevenue |
| Exclusion | $816,490 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5437989 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4890602 | Securities |
| Other | 229725 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 547387 | Securities |
| Other | -229725 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 317662 | TotalRevenueColumn |
| Exclusion | $317,662 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1368041 | GrossSalesOfInventory |
| Cost Of Goods Sold | 385157 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 982884 | TotalRevenueColumn |
| Related Or Exempt Function Income | 982884 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 329424 | TotalRevenueColumn |
| Related Or Exempt Function Income | 329424 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 329424 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53806019 | TotalRevenueColumn |
| Related Or Exempt Function Income | 48264755 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4228548 | UnrelatedBusinessRevenue |
| Exclusion | $1,134,152 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1710087 | Total |
| Program Services | 1710087 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 313600 | Total |
| Program Services | 313600 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1881145 | Total |
| Program Services | 1093938 | ProgramServices |
| Management And General | 784144 | ManagementAndGeneral |
| Fundraising | 3063 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13591047 | Total |
| Program Services | 7903572 | ProgramServices |
| Management And General | 5665344 | ManagementAndGeneral |
| Fundraising | 22131 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 622460 | Total |
| Program Services | 361977 | ProgramServices |
| Management And General | 259469 | ManagementAndGeneral |
| Fundraising | 1014 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1730355 | Total |
| Program Services | 1006250 | ProgramServices |
| Management And General | 721288 | ManagementAndGeneral |
| Fundraising | 2817 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1069292 | Total |
| Program Services | 621823 | ProgramServices |
| Management And General | 445728 | ManagementAndGeneral |
| Fundraising | 1741 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84740 | Total |
| Program Services | 49279 | ProgramServices |
| Management And General | 35323 | ManagementAndGeneral |
| Fundraising | 138 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92495 | Total |
| Program Services | 53788 | ProgramServices |
| Management And General | 38556 | ManagementAndGeneral |
| Fundraising | 151 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117078 | Total |
| Management And General | 117078 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 746449 | Total |
| Program Services | 434081 | ProgramServices |
| Management And General | 311153 | ManagementAndGeneral |
| Fundraising | 1215 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314955 | Total |
| Management And General | 314955 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 899934 | Total |
| Program Services | 523337 | ProgramServices |
| Management And General | 375132 | ManagementAndGeneral |
| Fundraising | 1465 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1110277 | Total |
| Program Services | 645657 | ProgramServices |
| Management And General | 462812 | ManagementAndGeneral |
| Fundraising | 1808 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1409370 | Total |
| Program Services | 819588 | ProgramServices |
| Management And General | 587487 | ManagementAndGeneral |
| Fundraising | 2295 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1361492 | Total |
| Program Services | 791745 | ProgramServices |
| Management And General | 567530 | ManagementAndGeneral |
| Fundraising | 2217 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9231159 | Total |
| Program Services | 9231159 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1454707 | Total |
| Program Services | 845952 | ProgramServices |
| Management And General | 606386 | ManagementAndGeneral |
| Fundraising | 2369 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| U.S. SECTIONS EXPENSES | 3835873 | 3062796 | 773077 |
| DUES & MEMBER PROGRAMS | 3169726 | 3169726 | |
| PUBLICATIONS | 2704839 | 2704839 | |
| EPA EXPENSE | 1088320 | 1088320 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3052199 | Total |
| Program Services | 2425288 | ProgramServices |
| Management And General | 623578 | ManagementAndGeneral |
| Fundraising | 3333 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51591599 | Total |
| Program Services | 38856802 | ProgramServices |
| Management And General | 12689040 | ManagementAndGeneral |
| Fundraising | 45757 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600 | BOY |
| EOY | 600 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5091024 | BOY |
| EOY | 7751139 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3923490 | BOY |
| EOY | 4639957 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1953841 | BOY |
| EOY | 1974335 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1825631 | BOY |
| EOY | 2012762 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16274410 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5952637 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8556584 | BOY |
| EOY | 10321773 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29573951 | BOY |
| EOY | 27294149 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 297438 | BOY |
| EOY | 2792161 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11108078 | BOY |
| EOY | 10657433 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62330637 | BOY |
| EOY | 67444309 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6417913 | BOY |
| EOY | 9171488 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11887249 | BOY |
| EOY | 13671981 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18305162 | BOY |
| EOY | 22843469 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41833905 | BOY |
| EOY | 42662714 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1814786 | BOY |
| EOY | 1561342 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376784 | BOY |
| EOY | 376784 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44025475 | BOY |
| EOY | 44600840 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62330637 | BOY |
| EOY | 67444309 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2214420 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1639055 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 657488 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 658752 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1284117 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 939161 | CurrentTaxYearMinus1Year |
| Current Tax Year | 178564 | CurrentTaxYear |
| Total | 3718082 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30277084 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30663179 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35167906 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41209446 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48320488 | CurrentTaxYear |
| Total | 185638103 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30934572 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31321931 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36452023 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42148607 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48499052 | CurrentTaxYear |
| Total | 189356185 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 189356185 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 975438 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1240103 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 892325 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 866773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 816490 | CurrentTaxYear |
| Total | 4791129 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 975438 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1240103 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 892325 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 866773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 816490 | CurrentTaxYear |
| Total | 4791129 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 863755 | CurrentTaxYear |
| Total | 863755 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 511857 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1704133 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1395781 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 99414 | CurrentTaxYearMinus1Year |
| Current Tax Year | 329424 | CurrentTaxYear |
| Total | 4040609 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32421867 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34266167 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38740129 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43114794 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50508721 | CurrentTaxYear |
| Total | 199051678 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95130 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95340 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02410 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02590 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8250297 | BeginningOfYearBalance |
| Contributions | 363423 | Contributions |
| Investment Earnings Or Losses | 155054 | InvestmentEarningsOrLosses |
| Other Expenditures | 448605 | OtherExpenditures |
| End Of Year Balance | 8320169 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2535335 | BeginningOfYearBalance |
| Contributions | 5498559 | Contributions |
| Investment Earnings Or Losses | 653908 | InvestmentEarningsOrLosses |
| Other Expenditures | 437505 | OtherExpenditures |
| End Of Year Balance | 8250297 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1953754 | BeginningOfYearBalance |
| Contributions | 356230 | Contributions |
| Investment Earnings Or Losses | 662718 | InvestmentEarningsOrLosses |
| Other Expenditures | 437367 | OtherExpenditures |
| End Of Year Balance | 2535335 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3219898 | BeginningOfYearBalance |
| Contributions | 399740 | Contributions |
| Investment Earnings Or Losses | -1233321 | InvestmentEarningsOrLosses |
| Other Expenditures | 432563 | OtherExpenditures |
| End Of Year Balance | 1953754 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.85520 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.04530 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09950 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1085675 | OtherCostOrOtherBasis |
| Book Value | 1085675 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4014325 | OtherCostOrOtherBasis |
| Depreciation | 178415 | Depreciation |
| Book Value | 3835910 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 258448 | OtherCostOrOtherBasis |
| Depreciation | 123652 | Depreciation |
| Book Value | 134796 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10915962 | OtherCostOrOtherBasis |
| Depreciation | 5650570 | Depreciation |
| Book Value | 5265392 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10321773 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INTEREST IN FOUNDATION ASSETS | 10470931 | F |
| SOFTWARE DEVELOPMENT COSTS | 186502 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 10657433 | TotalOfBookValueProgramRelated |
| Total Revenue | 53806019 | TotalRevenue |
| Total Expenses | 51591599 | TotalExpenses |
| Excess Or Deficit For Year | 2214420 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -953098 | NetUnrealizedGLOnInvestments |
| Other | -$685,957 | OtherAmount |
| Total Adjustments | -1639055 | TotalAdjustments |
| Excess Or Deficit Per FS | 575365 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 47327474 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -953098 | NetUnrealizedGainsInvestments |
| Other Revenues | 252921 | OtherRevenues |
| Revenue Not Rptd F990 | -700177 | RevenueNotRptdF990 |
| Revenue Subtotal | 48027651 | RevenueSubtotal |
| Investment Expenses Not Included | 117078 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 5661290 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 5778368 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 53806019 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 46752109 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 614881 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 614881 | ExpensesNotRptdF990 |
| Expenses Subtotal | 46137228 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 117078 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 5337293 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 5454371 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 51591599 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT IS FOR FUTURE MEMBER PROGRAMS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | SPE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, SPE IS SUBJECT TO INCOME TAXES ON ANY UNRELATED BUSINESS INCOME, THAT IS DERIVED FROM ACTIVITIES NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. SPE'S UNRELATED BUSINESS INCOME CONSISTS PRINCIPALLY OF ADVERTISING INCOME. SPE ADOPTED THE PROVISIONS OF ASC 740-10 UNCERTAIN TAX POSITIONS (PREVIOUSLY KNOWN AS FASB INTERPRETATION NO. 48, 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, 2012, AND, ACCORDINGLY, THERE IS NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS. SPE IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR 2009 FORWARD. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | NET CHANGE IN FOUNDATION ASSETS -132,235. U.S. CHAPTER NET INCOME -553,722. TOTAL TO SCHEDULE D, PART XI, LINE 8: -685,957. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INCREASE (DECREASE) IN FOUNDATION NET ASSETS -132,235. COGS INCLUDED ON PART VIII, LINE 10B 385,156. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | U.S. CHAPTER INCOME 5,891,015. LOSS ON DISPOSAL INCLUDED WITH REVENUE -229,725. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COGS INCLUDED ON PART VIII, LINE 10B 385,156. LOSS ON DISPOSAL INCLUDED WITH REVENUE 229,725. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | U.S. CHAPTER EXPENSES 5,337,293. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 1 | 22 | PROGRAM SERVICES | MEETINGS AND TRAININGS COURSES | 1852066 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | MEETINGS | 187394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 22 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 22 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2039460 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 2039460 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| SCHOLARSHIPS | EAST ASIA AND THE PACIFIC | 12 | 42500 | WIRE |
| SCHOLARSHIPS | EUROPE (INCLUDING ICELAND & GREENLAND) - | 13 | 4500 | WIRE |
| SCHOLARSHIPS | MIDDLE EAST AND NORTH AFRICA - | 17 | 26933 | WIRE |
| SCHOLARSHIPS | NORTH AMERICA - CANADA AND MEXICO, BUT | 4 | 30000 | WIRE |
| SCHOLARSHIPS | RUSSIA & THE NEWLY INDEPENDENT STATES - | 10 | 37500 | WIRE |
| SCHOLARSHIPS | SOUTH AMERICA - ARGENTINA, BOLIVIA, | 9 | 50000 | WIRE |
| SCHOLARSHIPS | SOUTH ASIA - AFGHANISTAN, BANGLADESH, | 12 | 41667 | WIRE |
| SCHOLARSHIPS | SUB-SAHARAN AFRICA - ANGOLA, | 11 | 40000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 54 | 208667 |
| SECTION SCHOLARSHIPS | 572 | 1501420 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK A RUBIN | |||||||||||||
| 346856 | 0 | 40000 | 0 | 22000 | 0 | 22892 | 0 | 9068 | 0 | 440816 | 0 | 0 | 0 |
| STEPHEN L GRAHAM | |||||||||||||
| 217299 | 0 | 28503 | 0 | 13038 | 0 | 14342 | 0 | 10769 | 0 | 283951 | 0 | 0 | 0 |
| GEORGEANN BILICH | |||||||||||||
| 213669 | 0 | 29064 | 0 | 18889 | 0 | 14102 | 0 | 3693 | 0 | 279417 | 0 | 0 | 0 |
| CORDELLA GILLETTE | |||||||||||||
| 191850 | 0 | 17260 | 0 | 22000 | 0 | 9674 | 0 | 0 | 0 | 240784 | 0 | 0 | 0 |
| ROBERT WYATT | |||||||||||||
| 175436 | 0 | 22216 | 0 | 9425 | 0 | 10368 | 0 | 10145 | 0 | 227590 | 0 | 0 | 0 |
| STEVEN BYRNE | |||||||||||||
| 156512 | 0 | 19065 | 0 | 12521 | 0 | 10330 | 0 | 6984 | 0 | 205412 | 0 | 0 | 0 |
| JANE BOYCE | |||||||||||||
| 150637 | 0 | 21588 | 0 | 9038 | 0 | 9942 | 0 | 11971 | 0 | 203176 | 0 | 0 | 0 |
| ALPHIA PAYNE | |||||||||||||
| 81261 | 0 | 130939 | 0 | 22000 | 0 | 5363 | 0 | 234 | 0 | 239797 | 0 | 0 | 0 |
| KIRK COLLIGAN | |||||||||||||
| 50780 | 0 | 129496 | 0 | 16500 | 0 | 3351 | 0 | 3925 | 0 | 204052 | 0 | 0 | 0 |
| MICHAEL MCMANUS | |||||||||||||
| 62786 | 0 | 102481 | 0 | 7863 | 0 | 4144 | 0 | 6383 | 0 | 183657 | 0 | 0 | 0 |
| GLENDA SMITH | |||||||||||||
| 142519 | 0 | 13552 | 0 | 11601 | 0 | 9406 | 0 | 4112 | 0 | 181190 | 0 | 0 | 0 |
| CRAIG MORITZ | |||||||||||||
| 118238 | 0 | 35712 | 0 | 10010 | 0 | 7803 | 0 | 10918 | 0 | 182681 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. |
| PART I, LINE 6 | BONUS COULD BE EARNED BY OFFICERS, DIRECTORS, TRUSTEE, KEY EMPLOYEES, OR HIGHEST COMPENSATED EMPLOYEES (EXCLUDING CFO AND SR. MANAGER OF FINANCE) IF THE EO EXCEEDED BUDGET. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBER RIGHTS INCLUDE: 1. TO BE REPRESENTED 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 ALL OFFICIAL BODIES OF THE SOCIETY 3. TO SUBMIT PROPOSALS TO THE SOCIETY AND TO OTHER BODIES OF THE SOCIETY 4. TO ASSEMBLE IN SECTIONS OR CHAPTERS FOR THE ENJOYMENT OF THE INDIVIDUAL MEMBERS | |
| FORM 990, PART VI, SECTION B, LINE 11 | 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, BDO USA AND IS REVIEWED BY THE ORGANIZATION'S CFO. | |
| FORM 990, PART VI, SECTION B, LINE 12C | SPE REGULARLY AND CONSISTENTLY ENFORCES COMPLIANCE WITH THE 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. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION COMMITTEE REVIEWS ALL SALARY INCREASES FOR EXECUTIVE DIRECTOR AND STAFF DIRECTORS BASED ON SURVEY DATA. | |
| 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 AVAILABLE ON THE ORGANIZATION'S WEBSITE, WWW.SPE.ORG. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -953,098. NET CHANGE IN FOUNDATION ASSETS -132,235. U.S. CHAPTER NET INCOME -553,722. TOTAL TO FORM 990, PART XI, LINE 5: -1,639,055. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THERE HAVE BEEN NO CHANGES DURING THE YEAR IN THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. | OVERSIGHT OF AUDIT: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| SPE FOUNDATION | ||||||||||
| 222 PALISADES CREEK DR | RICHARDSON | TX | 75080 | 751575590 | FOUNDATION ACTIVITY, SUPPORT OF SPE PROGRAMS | TX | 501(C)(3) | 170(B)(1) (A)(VI) | N/A | 0 |
| OFFSHORE TECHNOLOGY CONFERENCE | ||||||||||
| 222 PALISADES CREEK DR | RICHARDSON | TX | 75080 | 751992631 | ORGANIZATION OF THE OFFSHORE TECHNOLOGY CONFERENCE | TX | 501(C)(6) | N/A | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| OFFSHORE TECHNOLOGY CONFERENCE | ||
| M | 0 | |
| OFFSHORE TECHNOLOGY CONFERENCE | ||
| N | 1497614 | COST |
| OFFSHORE TECHNOLOGY CONFERENCE | ||
| O | 219404 | COST |
| OFFSHORE TECHNOLOGY CONFERENCE | ||
| P | 3030 | COST |
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