SAE INTERNATIONAL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SAE INTERNATIONAL (EIN 25-1494402)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-27
- IRS object ID
- 201132709349300513
- Schema version
- 2010v3.4
- 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 | 2011-09-27T12:28:11-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPERN ROSENTHAL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 SIXTH AVENUE 8TH FL | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222525 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251494402 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAE INTERNATIONAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAEI | NameControl |
| Phone | 7247764841 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 COMMONWEALTH DRIVE | AddressLine1 |
| City | WARRENDALE | City |
| State | PA | State |
| ZIP Code | 15096 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | OFFICER | Name |
| Title | CEO | Title |
| Phone | 7247764841 | Phone |
| Date Signed | 2011-09-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EUGENE J LOGAN | Name |
| Phone | 4122812501 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID L SCHUTT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 COMMONWEALTH DRIVE | AddressLine1 |
| City | WARRENDALE | City |
| State | PA | State |
| ZIP Code | 15096 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 67226562 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SAE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1905 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O. MISSION: SAE INTERNATIONAL IS A GLOBAL BODY OF SCIENTISTS, ENGINEERS AND PRACTITIONERS THAT ADVANCES SELF-PROPELLED VEHICLE AND SYSTEM KNOWLEDGE IN A NEUTRAL FORUM FOR THE BENEFIT OF SOCIETY. CHARITABLE ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO, FUNDING OF EDUCATIONAL PROGRAMS TO ENCOURAGE AND INCREASE STUDENT PARTICIPATION AND ACHIEVEMENT IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS (STEM), AND NUMEROUS SCHOLARSHIP AND AWARD PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 224 | TotalNbrEmployees |
| Total Nbr Volunteers | 25000 | TotalNbrVolunteers |
| Total Gross UBI | 2136341 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -207823 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4820482 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4515920 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 36908249 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 40304214 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1323013 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2524073 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1258069 | OtherRevenuePriorYear |
| Other Revenue Current Year | 143357 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 41663787 | TotalRevenuePriorYear |
| Total Revenue Current Year | 47487564 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 189813 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 202600 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13803674 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18803157 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 68010 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 38129 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32312775 | OtherExpensePriorYear |
| Other Expenses Current Year | 25605839 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 46374272 | TotalExpensesPriorYear |
| Total Expenses Current Year | 44611596 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4710485 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2875968 | RevenuesLessExpensesCY |
| Total Assets BOY | 68889579 | TotalAssetsBOY |
| Total Assets EOY | 73121628 | TotalAssetsEOY |
| Total Liabilities BOY | 33528736 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 31462219 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 35360843 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 41659409 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SAE INTERNATIONAL IS A GLOBAL BODY OF SCIENTISTS, ENGINEERS AND PRACTITIONERS THAT ADVANCES SELF-PROPELLED VEHICLE AND SYSTEM KNOWLEDGE IN A NEUTRAL FORUM FOR THE BENEFIT OF SOCIETY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7057466 | Expense |
| Revenue | 18213031 | Revenue |
| Description | MAGAZINES AND PUBLICATIONS - PUBLICATION OF AUTOMOTIVE ENGINEERING, AEROSPACE ENGINEERING AND OFF-HIGHWAY MAGAZINES WITH VARIOUS SUPPLEMENTS AS WELL AS PUBLICATION OF BOOKS, TECHNICAL PAPERS, AND STANDARDS FOR THE FIELD OF MOBILITY ENGINEERING. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 21534214 | Expense |
| Revenue | 19990690 | Revenue |
| Description | ENGINEERING ACTIVITIES - NATIONAL AND INTERNATIONAL MEETINGS, CONFERENCES & EXHIBITS, STANDARD DEVELOPMENT PROGRAM, LUBRICANT REVIEW PROGRAM, PROFESSIONAL DEVELOPMENT SEMINARS, COOPERATIVE RESEARCH PROGRAM AND PURCHASE OF REFERENCE MATERIALS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2660151 | Expense |
| Description | MEMBER RELATIONS - ADMINISTRATION OF SECTION ACTIVITIES, LEADERSHIP CONFERENCE FOR SECTION OFFICERS, PROCESSING AND EVALUATING MEMBER APPLICATIONS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1685010 | Expense |
| Grants | 202600 | Grants |
| Description | SAE FOUNDATION - ADMINISTRATION OF RESTRICTED FUNDS DONATED FOR THE PURPOSE OF RECOGNIZING SIGNIFICANT CONTRIBUTIONS TO MOBILITY TECHNOLOGY AND PROMOTING ENGINEERING AND SCIENCE EDUCATION AT KINDERGARTEN THROUGH GRADUATE SCHOOL. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1685010 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 202600 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 32936841 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | 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 | 1 | 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 | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 276 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 224 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | 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 | 1 | 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 |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA PLESS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7247764841 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 COMMONWEALTH DRIVE | AddressLine1 |
| City | WARRENDALE | City |
| State | PA | State |
| ZIP Code | 15096 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JAMES E SMITH PHD | |||||||
| FORMER PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| CHARLA WISE | |||||||
| VP - AEROSPACE | 1.00 | X | X | 0 | 0 | 0 | |
| RICHARD E KLEINE | |||||||
| VP - COMMERCIAL VEHICLE | 1.00 | X | X | 0 | 0 | 0 | |
| DR ARAVIND S BHARADWAJ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CUNEYT L OGE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARK L PEDRAZZI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BRIAN R RICHARDSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| VICTOR E SAUCEDO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID STOUT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HAL M HEULE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LAURA HITCHCOCK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANDRIS LACIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RONALD MATTHEWS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARK POPE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GREGORY E SAUNDERS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CAROL STORY | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| MIRCEA GRADU | |||||||
| VP - AUTOMOTIVE | 1.00 | X | X | 0 | 0 | 0 | |
| RONALD G RATH | |||||||
| ASSISTANT TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| BERNARD J CHALLEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WENDY CLARK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| VICTOR H MUCINO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT SUMP | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARK P ZACHOS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID L SCHUTT | |||||||
| CEO | 40.00 | X | 330648 | 0 | 50482 | ||
| DANA M PLESS | |||||||
| CFO | 40.00 | X | 163575 | 0 | 38899 | ||
| ANDREW BROWN | |||||||
| PRESIDENT | 20.00 | X | 0 | 0 | 0 | ||
| GARY SCHKADE | |||||||
| EMPLOYEE | 40.00 | 140046 | 0 | 20062 | X | ||
| THOMAS J DROZDA | |||||||
| EMPLOYEE | 40.00 | 209336 | 0 | 46625 | X | ||
| SCOTT R KLAVON | |||||||
| EMPLOYEE | 40.00 | 158798 | 0 | 34582 | X | ||
| DAVID M PORRECA | |||||||
| EMPLOYEE | 40.00 | 136938 | 0 | 50953 | X | ||
| SCOTT R SWARD | |||||||
| EMPLOYEE | 40.00 | 157080 | 0 | 26224 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1296421 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 267827 | TotalOtherCompensation |
| Number Individuals GT100 K | 25 | 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 | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|
| SIGMA RESOURCES LLC | |||||||||
| 7950 SALTSBURG RD STE 200 | PITTSBURGH | PA | 15239 | IT CONSULTING | 2240781 | ||||
| INNODATA ISOGEN INC | |||||||||
| THREE UNIVERSITY PLAZA | HACKENSACK | NJ | 07601 | DATA CONVERSION SERVICES | 703981 | ||||
| PERFORMANCE REVIEW INSTITUTE | |||||||||
| 161 THORN HILL ROAD | WARRENDALE | PA | 15086 | TECHNICAL CONSULTING | 372483 | ||||
| DATA CONVERSION LABORATORY INC | |||||||||
| DATA CONVERSION SERVICES | 324652 | 12388 88TH AVENUE | SURREY, BRITISH COLUMBIA | CA | V3W 7R7 | ||||
| REGISTRATION CONTROL SYSTEMS | |||||||||
| PO BOX 687 | VEHI | UT | 84043 | REGISTRATION SERVICES | 242750 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 19 | NumberOfContractorsGT100K |
| Membership Dues | 3012155 | MembershipDues |
| Government Grants | 260536 | GovernmentGrants |
| All Other Contributions | 1243229 | AllOtherContributions |
| Total Contributions | 4515920 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEETINGS AND CONFERENC | 541800 | 19380407 | 19379807 | 600 |
| PUBLICATION SALES | 541800 | 15814515 | 15814515 | |
| EDUCATIONAL SEMINARS | 541800 | 2710776 | 610883 | 2099893 |
| MAGAZINES | 541800 | 2398516 | 2398516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 40304214 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1285466 | TotalRevenueColumn |
| Exclusion | $1,285,466 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 143357 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 143357 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 143357 | TotalRevenueColumn |
| Unrelated Business Revenue | 35848 | UnrelatedBusinessRevenue |
| Exclusion | $107,509 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20977605 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19728440 | Securities |
| Other | 10558 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1249165 | Securities |
| Other | -10558 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1238607 | TotalRevenueColumn |
| Exclusion | $1,238,607 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47487564 | TotalRevenueColumn |
| Related Or Exempt Function Income | 38203721 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2136341 | UnrelatedBusinessRevenue |
| Exclusion | $2,631,582 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150700 | Total |
| Program Services | 150700 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45850 | Total |
| Program Services | 45850 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6050 | Total |
| Program Services | 6050 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 583604 | Total |
| Management And General | 583604 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12747631 | Total |
| Program Services | 10182492 | ProgramServices |
| Management And General | 2540059 | ManagementAndGeneral |
| Fundraising | 25080 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4543852 | Total |
| Program Services | 3020758 | ProgramServices |
| Management And General | 1512452 | ManagementAndGeneral |
| Fundraising | 10642 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 928070 | Total |
| Program Services | 928070 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127802 | Total |
| Program Services | 107948 | ProgramServices |
| Management And General | 19854 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114541 | Total |
| Program Services | 114022 | ProgramServices |
| Management And General | 519 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3740571 | Total |
| Program Services | 3027274 | ProgramServices |
| Management And General | 713297 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2982716 | Total |
| Program Services | 2390536 | ProgramServices |
| Management And General | 591619 | ManagementAndGeneral |
| Fundraising | 561 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276404 | Total |
| Program Services | 237632 | ProgramServices |
| Management And General | 38772 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1568254 | Total |
| Program Services | 1211120 | ProgramServices |
| Management And General | 356881 | ManagementAndGeneral |
| Fundraising | 253 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4535088 | Total |
| Program Services | 4493163 | ProgramServices |
| Management And General | 41925 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314496 | Total |
| Program Services | 314496 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1740840 | Total |
| Program Services | 995938 | ProgramServices |
| Management And General | 744902 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380013 | Total |
| Program Services | 380013 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TAXES | 2577865 | 133319 | 2444546 | |
| EQUIPMENT RENTAL AND MA | 2416737 | 1334245 | 1082492 | |
| PRINTING AND PUBLICATIO | 1641679 | 1540720 | 100891 | 68 |
| COMMISSIONS AND MARKETI | 1092860 | 1092860 | ||
| BANK SERVICE CHARGES | 782820 | 223901 | 558919 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1313153 | Total |
| Program Services | 1005734 | ProgramServices |
| Management And General | 305894 | ManagementAndGeneral |
| Fundraising | 1525 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44611596 | Total |
| Program Services | 32936841 | ProgramServices |
| Management And General | 11636626 | ManagementAndGeneral |
| Fundraising | 38129 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 489117 | BOY |
| EOY | 1943614 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1076633 | BOY |
| EOY | 3667835 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3612716 | BOY |
| EOY | 2426338 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1003317 | BOY |
| EOY | 897815 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1102726 | BOY |
| EOY | 923456 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1191243 | BOY |
| EOY | 1393451 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 33256688 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24674469 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8587961 | BOY |
| EOY | 8582219 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45591722 | BOY |
| EOY | 48955421 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29000 | BOY |
| EOY | 29000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6205144 | BOY |
| EOY | 4302479 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68889579 | BOY |
| EOY | 73121628 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6366115 | BOY |
| EOY | 6075458 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5435285 | BOY |
| EOY | 5578259 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8928568 | BOY |
| EOY | 7499992 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12798768 | BOY |
| EOY | 12308510 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33528736 | BOY |
| EOY | 31462219 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20364624 | BOY |
| EOY | 28038885 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9294037 | BOY |
| EOY | 7568187 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5702182 | BOY |
| EOY | 6052337 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35360843 | BOY |
| EOY | 41659409 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68889579 | BOY |
| EOY | 73121628 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2875968 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3422598 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9139686 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8340524 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6292351 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4820472 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4515920 | CurrentTaxYear |
| Total | 33108953 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9139686 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8340524 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6292351 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4820472 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4515920 | CurrentTaxYear |
| Total | 33108953 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 33108953 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1743189 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2038062 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2023189 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1477742 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1428823 | CurrentTaxYear |
| Total | 8711005 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 1124745 | CurrentTaxYearMinus1Year |
| Total | 1124745 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 42944703 | TotalSupport |
| Gross Receipts From Admissions Etc | 234339556 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.77100 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.76770 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 685914 | OtherCostOrOtherBasis |
| Book Value | 685914 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14149275 | OtherCostOrOtherBasis |
| Depreciation | 9546289 | Depreciation |
| Book Value | 4602986 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 915860 | OtherCostOrOtherBasis |
| Depreciation | 641426 | Depreciation |
| Book Value | 274434 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17505639 | OtherCostOrOtherBasis |
| Depreciation | 14486754 | Depreciation |
| Book Value | 3018885 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8582219 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACCRUED RECEIVABLES | 2038313 |
| OTHER RECEIVABLES | 264166 |
| GOODWILL | 2000000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4302479 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARITABLE GIFT ANNUITY | $96,690 |
| ACCRUED PENSION LIABILITY | $12,211,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12308510 | TotalOfAmounts |
| Total Revenue | 47487564 | TotalRevenue |
| Total Expenses | 44611596 | TotalExpenses |
| Excess Or Deficit For Year | 2875968 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3077991 | NetUnrealizedGLOnInvestments |
| Other | $344,607 | OtherAmount |
| Total Adjustments | 3422598 | TotalAdjustments |
| Excess Or Deficit Per FS | 6298566 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 53934176 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3077991 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 4172669 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 444170 | OtherRevenues |
| Revenue Not Rptd F990 | 7694830 | RevenueNotRptdF990 |
| Revenue Subtotal | 46239346 | RevenueSubtotal |
| Investment Expenses Not Included | 223598 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1024620 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1248218 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 47487564 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 47997139 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 4172669 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 305967 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4478636 | ExpensesNotRptdF990 |
| Expenses Subtotal | 43518503 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 223718 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 869375 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1093093 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 44611596 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | SAE FOLLOWS THE ACCOUNTING STANDARD FOR UNCERTAIN TAX POSITIONS. THE STANDARD REQUIRES A TWO-STEP APPROACH TO RECOGNIZING AND MEASURING UNCERTAIN TAX POSITIONS ACCOUNTED FOR IN ACCORDANCE WITH THE ASSET AND LIABILITY METHOD. THE FIRST STEP IS TO EVALUATE THE TAX POSITION FOR RECOGNITION BY DETERMINING WHETHER EVIDENCE INDICATES THAT IT IS MORE LIKELY THAN NOT THAT A POSITION WILL BE SUSTAINED IF EXAMINED BY A TAXING AUTHORITY. THE SECOND STEP IS TO MEASURE THE TAX BENEFIT AS THE LARGEST AMOUNT THAT IS 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | RELATED PARTY NET INCOME 361,529. BOOK/TAX DIFFERENCE IN INCOME -16,922. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ELIMINATION OF RELATED ORGANIZATIONAL SERVICE FEES 444,170. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATION OF RELATED ORGANIZATIONAL INCOME 989,580. STRATEGIC INVESTMENT PRODUCTS INCOME 34,953. INTEREST NETTED ON FINANCIAL STATEMENTS 87. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | ELIMINATION OF RELATED ORGANIZATION EXPENSES 278,236. BOOK/TAX DIFFERENCE IN EXPENSES 27,731. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATION OF RELATED ORGANIZATIONAL EXPENSE 834,335. STRATEGIC INVESTMENT PRODUCTS INCOME 34,953. INTEREST NETTED ON FINANICAL STATEMENTS 87. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| CHINA | PROGRAM SERVICES | SAE 2010 INTERNATIONAL VEHICLE BATTERY SUMMIT | 345473 |
| NETHERLANDS | PROGRAM SERVICES | SAE 2010 ON-BOARD DIAGNOSTICS SYMPOSIUM - EUROPE: 2010 UPDATE ON LIGHT AND HEAVY-DUTY VEHICLES | 97818 |
| SWEDEN | PROGRAM SERVICES | SAE 2010 HEAVY DUTY DIESEL EMISSIONS CONTROL SYMPOSIUM | 124359 |
| AUSTRIA | PROGRAM SERVICES | SMALL ENGINE TECHNOLOGY CONFERENCE | 163684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 731334 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 731334 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| EDUCATION | JAPAN | 1 | 1000 | WIRE TRANSFER | FMV |
| EDUCATION | GERMANY | 3 | 4550 | WIRE TRANSFER | FMV |
| 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: THE AMOUNTS OF GRANT FUNDS OUTSIDE OF THE UNITED STATES ARE DEEMED IMMATERIAL; THEREFORE, THERE ARE NO MONITORING PROCEDURES NECESSARY. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|
| KETTERING UNIVERSITY | |||||||
| 1700 UNIVERSITY AVENUE | FLINT | MI | 48504 | 382410852 | 5500 | AWARDS AND SCHOLARSHIPS | |
| UNIVERSITY OF MICHIGAN | |||||||
| 2603 DRAPER DRIVE | ANN ARBOR | MI | 48104 | 386006309 | 30700 | AWARDS AND SCHOLARSHIPS | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 140 FRANKLIN BLD 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | 231352685 | 7000 | AWARDS | STREET |
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||
| 76 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | 160743140 | 9800 | AWARDS | |
| OREGON STATE UNIVERSITY - SAE | |||||||
| OREGON STATE UNIVERSITY SCHOOL OF | COVALLIS | OR | 97331 | 481278540 | 12425 | AWARDS | ME IND MFG ENGRG ROGER 204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 41 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 25 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | AWARDS AND SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 30 | NumberOfRecipients |
| Amount Of Cash Grant | 49850 | AmountOfCashGrant |
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 SENT DIRECTLY TO THE SCHOOL RATHER THAN THE INDIVIDUAL; THEREFORE, MONITORING IS NOT REQUIRED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | 1 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID L SCHUTT | |||||||||||||
| 329000 | 0 | 0 | 0 | 1648 | 0 | 35852 | 0 | 14630 | 0 | 381130 | 0 | 0 | 0 |
| DANA M PLESS | |||||||||||||
| 156535 | 0 | 0 | 0 | 7040 | 0 | 26893 | 0 | 12006 | 0 | 202474 | 0 | 0 | 0 |
| GARY SCHKADE | |||||||||||||
| 139114 | 0 | 932 | 0 | 0 | 0 | 8103 | 0 | 11959 | 0 | 160108 | 0 | 0 | 0 |
| THOMAS J DROZDA | |||||||||||||
| 202644 | 0 | 0 | 0 | 6692 | 0 | 32711 | 0 | 13914 | 0 | 255961 | 0 | 0 | 0 |
| SCOTT R KLAVON | |||||||||||||
| 153500 | 0 | 0 | 0 | 5298 | 0 | 23390 | 0 | 11192 | 0 | 193380 | 0 | 0 | 0 |
| DAVID M PORRECA | |||||||||||||
| 132653 | 0 | 1932 | 0 | 2353 | 0 | 39098 | 0 | 11855 | 0 | 187891 | 0 | 0 | 0 |
| SCOTT R SWARD | |||||||||||||
| 157080 | 0 | 0 | 0 | 0 | 0 | 12886 | 0 | 13338 | 0 | 183304 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 5 | ANNUAL FINANCIAL AND OPERATIONAL TARGETS WERE SET FOR BOTH SAE INTERNATIONAL. BASED ON THE PERFORMANCE AGAINST THESE FINANCIAL TARGETS, INCENTIVE COMPENSATION WAS ACCRUED AND AWARDED TO RELEVANT MEMBERS OF THE EXECUTIVE MANAGEMENT COUNCIL (EMC). |
| PART I, LINE 6 | ANNUAL FINANCIAL AND OPERATIONAL TARGETS WERE SET FOR BOTH SAE INTERNATIONAL. BASED ON THE PERFORMANCE AGAINST THESE FINANCIAL TARGETS, INCENTIVE COMPENSATION WAS ACCRUED AND AWARDED TO RELEVANT MEMBERS OF THE EMC. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | SAE OUTSOURCES THE MANAGEMENT OF ITS INFORMATION TECHNOLOGY BUSINESS UNIT TO SIGMA RESOURCES, LLC. | |
| FORM 990, PART VI, SECTION A, LINE 6 | SAE HAS THE FOLLWING GRADES OF MEMBERSHIP: HONORARY, FELLOW, MEMBER, AFFILIATE, JOINT AND STUDENT. ONLY MEMBERS IN THE FOLLOWING GRADES ARE ENTITLED TO VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERSHIP: HONORARY, FELLOW, AND MEMBER. | |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS SHALL BE NOMINATED BY THE EXECUTIVE NOMINATING COMMITTEE AND SHALL BE ELECTED BY AND FROM AMONG THE VOTING MEMBERS | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN WILL BE INITIALLY REVIEWED BY THE SAE CONTROLLER AND CHIEF FINANCIAL OFFICER. THE RETURN WILL THEN BE POSTED TO THE BOARD DISCUSSION FORUM.EACH BOARD MEMBER WILL BE ASKED TO ELECTRONICALLY ACKNOWLEDGE THAT THEY HAVE REVIEWED THE RETURN. QUESTIONS BY BOARD MEMBERS CAN BE POSTED TO THE FORUM DURING THE REVIEW PROCESS. | |
| SAE ENFORCES A CONFLICT OF INTEREST POLICY IN ORDER TO PREVENT THE PERSONAL OR FINANCIAL INTERESTS OF SAE BOARD MEMBERS OR COMMITTEE MEMBERS FROM INTERFERING WITH PERFORMANCE OF THEIR FIDUCIARY DUTIES TO SAE. MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT DISCLOSING ALL MATERIAL BUSINESS, FINANCIAL AND ORGANIZATIONAL INTERESTS AND AFFILIATIONS THEY OR PERSONS CLOSE TO THEM HAVE WHICH COULD BE CONSTRUED AS RELATED TO THE INTERESTS OF SAE. DISCLOSURE SHALL ALSO BE MADE IF A MATERIAL CONFLICT OF INTEREST ARISES IN THE COURSE OF THE MEMBER'S SERVICE TO SAE, WHETHER ARISING OUT OF THE MEMBER'S EMPLOYMENT, CONSULTING, INVESTMENTS, OR ANY OTHER ACTIVITY. IF AT ANY TIME A CONFLICT OF INTEREST EXISTS, THE MEMBER WILL EITHER BE ASKED TO REMOVE THEMSELVES FROM PARTICIPATING IN THE DELIBERATIONS AND/OR VOTING ON THE MATTER PRESENTING THE CONFLICT OR IN SOME INSTANCES, WHEN NECESSARY, THE MEMBER WILL BE ASKED TO SUBMIT THEIR RESIGNATION. | FORM 990, PART VI, SECTION B, LINE 12C | |
| SAE INTERNATIONAL DID USE A DOCUMENTED PROCESS FOR DETERMINING THE CEO POSITION'S COMPENSATION. THIS INCLUDED A WRITTEN PERFORMANCE APPRAISAL COMPLETED BY ALL MEMBERS OF THE SAE COMPENSATION COMMITTEE AS WELL AS INPUT FROM THE CEO. COMPARABLE DATA WAS INTRODUCED BY A THIRD PARTY COMPENSATION CONSULTING ORGANIZATION TO ENSURE MARKET PRICING. ALL DECISIONS AS A RESULT OF THIS EVALUATION PROCESS WERE DOCUMENTED IN THE JANUARY 2010 COMPENSATION COMMITTEE MEETING MINUTES. THE PROCESS WAS LAST UNDERTAKEN IN 2009. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 3,077,991. RELATED PARTY NET INCOME 361,529. BOOK/TAX DIFFERENCE IN INCOME -16,922. TOTAL TO FORM 990, PART XI, LINE 5: 3,422,598. | FORM 990, PART XI, LINE 5: |
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 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| PERFORMANCE REVIEW INSTITUTE | ||||||||
| 161 THORNHILL ROAD | WARRENDALE | PA | 150867527 | 251633904 | TO COMPILE AND REVIEW PERFORMANCE STANDARDS | PA | 501 (C) (6) | 0 |
| SAE INDUSTRY TECHNOLOGIES CONSORTIA | ||||||||
| 161 THORNHILL ROAD | WARRENDALE | PA | 150867527 | 204860294 | TO DEVELOP AUTOMOTIVE AND AEROSPACE INDUSTRY SPECIFICATIONS | PA | 501 (C) (6) | 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 | 1 | 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 | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SAE INDUSTRY TECHNOLOGIES CONSORTIA | ||
| D | 238650 | FMV |
| SAE INDUSTRY TECHNOLOGIES CONSORTIA | ||
| I | 1760 | FMV |
| PERFORMANCE REVIEW INSTITUTE | ||
| P | 228557 | FMV |
| PERFORMANCE REVIEW INSTITUTE | ||
| I | 185256 | FMV |
| SAE INDUSTRY TECHNOLOGIES CONSORTIA | ||
| P | 524972 | FMV |
| PERFORMANCE REVIEW INSTITUTE | ||
| L | 377043 | FMV |
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