2024-08-20T13:16:12-05:00 2023-12-31 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2023-01-01 251484913 THE MINERALS METALS & MATERIALS SOCIETY INC MINE 7247769000 5700 CORPORATE DRIVE 750 PITTSBURGH PA 15237 JAMES J ROBINSON EXECUTIVE DIRECTOR 7247769000 2024-08-20 1 0 ELIZABETH E KRISHER P01275616 4124715500 2023 2024-08-08 14:25:15Z JAMES J ROBINSON 5700 CORPORATE DRIVE 750 PITTSBURGH PA 15237 8526408 0 X WWW.TMS.ORG X 1984 PA TO PROMOTE THE GLOBAL SCIENCE AND ENGINEERING PROFESSIONS CONCERNED WITH MINERALS, METALS, AND MATERIALS. INCLUDED AMONG THE ORGANIZATION'S ACTIVITIES ARE: PROVIDING FORUMS AND OTHER OPPORTUNITIES TO EXCHANGE AND DISSEMINATE INFORMATION PERTINENT TO THE MINERALS, METALS, AND MATERIALS COMMUNITY, THE PROMOTION OF TECHNOLOGY TRANSFER IN INDUSTRY, PROVIDING PROFESSIONAL DEVELOPMENT AND CAREER MAINTENANCE TO MEMBERS, PARTICIPATION IN THE DEVELOPMENT OF STUDENTS FOR ENTRY INTO THE MINERALS, METALS, ANDMATERIALS PROFESSIONS, AND THE REPRESENTATION OF THE RELATED PROFESSIONS IN THE ACCREDITATION OF EDUCATION PROGRAMS. 14 14 38 2560 23968 0 550991 237459 4184437 5227510 876126 292907 1968912 2235567 7580466 7993443 194014 204723 0 0 4348088 3946134 0 0 53107 4571394 3976649 9113496 8127506 -1533030 -134063 10489064 11335482 2203381 2346907 8285683 8988575 X TO PROMOTE THE GLOBAL SCIENCE AND ENGINEERING PROFESSIONS CONCERNED WITH MINERALS, METALS, AND MATERIALS. 0 0 3223183 4148067 MEETINGS - PROVIDES A FORUM FOR THE ORGANIZATION'S MEMBERS AND OTHER PROFESSIONALS IN THE MINERALS, METALS, AND MATERIALS FIELDS TO EXCHANGE INFORMATION, PROMOTE TECHNOLOGY TRANSFER AND TO NETWORK. MANY OF THE MEETINGS PROVIDE SHORT COURSES AND EXHIBITION IN CONJUNCTION WITH THE TECHNICAL PROGRAM, IN ADDITION TO OFFERING A MYRIAD OF NETWORKING OPPORTUNITIES. MEETINGS ARE OFFERED BOTH IN PERSON AND VIRTUALLY. 1023165 445437 PUBLICATIONS AND PERIODICALS DISSEMINATE THE LATEST TECHNOLOGIES, RESEARCH SUMMARIES, NEWS, AND RELATED TOPICS, APPLICABLE TO THE MINERALS, METALS, AND MATERIALS COMMUNITY. 730733 338259 MEMBERSHIP SERVICES PROVIDE INDIVIDUAL PROFESSIONAL AND STUDENT MEMBERS WITH CURRENT INFORMATION IN THE FIELDS OF MINERALS, METALS, AND MATERIALS. IN ADDITION, MEMBERS RECEIVE ACCESS TO NUMEROUS DATABASES AND OTHER RESOURCES, CONTINUING EDUCATION, AND CAREER SERVICES. 1477567 204723 295747 THE OTHER PROGRAM SERVICES ADMINISTERED BY THE ORGANIZATION INCLUDE PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION SERVICES, AND THE DEVELOPMENT AND FUNDING OF PROGRAMS THAT WILL FULLY PREPARE FUTURE GENERATIONS OF PROFESSIONALS FOR LEADERSHIP ROLES IN THE INTERNATIONAL MINERALS, METALS, AND MATERIALS COMMUNITY. 1477567 204723 295747 6454648 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 45 0 38 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MN MI MS NV NH NJ NM NY NC ND OH OK OR RI SC TN UT VA WA WV WI X ALICIA ARBUCKLE 7247769000 5700 CORPORATE DRIVE SUITE 750 PITTSBURGH PA 15237 BRAD BOYCE PRESIDENT 10.00 X X 0 0 0 SARYU FENSIN DIRECTOR 5.00 X 0 0 0 MICHAEL TITUS DIRECTOR 5.00 X 0 0 0 VIOLA ACOFF DIRECTOR 5.00 X 0 0 0 KESTER CLARKE DIRECTOR 5.00 X 0 0 0 PAUL MASON DIRECTOR 5.00 X 0 0 0 SUVEEN MATHAUDHU DIRECTOR 5.00 X 0 0 0 JONATHAN MADISON DIRECTOR 5.00 X 0 0 0 EDWARD WILLIAMS DIRECTOR 5.00 X 0 0 0 ALEXIS LEWIS FINANCIAL PLANNING OFFICER 10.00 X X 0 0 0 W JUD READY PAST PRESIDENT 10.00 X X 0 0 0 TIMOTHY RUPERT DIRECTOR 5.00 X 0 0 0 SRINIVAS CHADA VICE PRESIDENT 10.00 X X 0 0 0 PAUL OHODNICKI DIRECTOR (THRU 3/23/2023) 5.00 X 0 0 0 ERIC BROWN DIRECTOR (THRU 3/23/2023) 5.00 X 0 0 0 DAVID BOURELL DIRECTOR (THRU 3/23/2023) 5.00 X 0 0 0 JUDY SCHNEIDER DIRECTOR (THRU 3/23/2023) 5.00 X 0 0 0 CHRISTINA MESKERS DIRECTOR (THRU 3/23/2023) 5.00 X 0 0 0 CHARLES WARD FINANCIAL PLANNING OFC (THRU 3/23/23) 10.00 X X 0 0 0 ELSA OLIVETTI DIRECTOR 5.00 X 0 0 0 ALICIA ARBUCKLE CONTROLLER 40.00 X 118066 0 29336 JAMES ROBINSON SECRETARY/EXECUTIVE DIRECT 40.00 X 276904 0 84571 ADRIANNE CAROLLA DEPUTY EXECUTIVE DIRECTOR 40.00 X 188517 0 56630 GEORGE SPANOS DEPT. HEAD 40.00 X 240918 0 54800 MATTHEW BAKER DEPT. HEAD 40.00 X 121416 0 27705 MAUREEN BYKO EDITOR 40.00 X 120082 0 51864 LYNNE ROBINSON DEPT. HEAD 40.00 X 139302 0 13205 TRUDI DUNLAP DEPT. HEAD 40.00 X 134866 0 29367 1340071 0 347478 9 0 1 0 HILTON BAYFRONT 420 MONTGOMERY SAN FRANCISCO CA 94104 MEETING SERVICES 336784 KNOWLEDGEWORKS GLOBAL LTD 410 HIGHWAY 25-S BRAINED MN 56401 EDITORIAL SERVICES 183148 IDEAL INTEGRATIONS 800 REGIS AVE PITTSBURGH PA 15236 IT 175839 3 47860 189599 15261 237459 MEETING SERVICES 900099 4148067 4148067 PUBLICATIONS 513120 445437 445437 MEMBERSHIP DUES 900099 338259 338259 EXTERNAL RELATIONS 900099 159077 159077 GOVERNMENT CONTRACTS 900099 136670 136670 5227510 224967 224967 2211599 2211599 600905 532965 67940 67940 67940 ADVERTISING 541800 23968 23968 23968 7993443 5227510 23968 2504506 23500 23500 169723 169723 11500 11500 754054 754054 152506 152506 2411626 2104609 293278 13739 150124 90429 59055 640 237974 216842 19777 1355 239850 171667 67172 1011 216 216 15300 15300 32945 32945 123251 123251 769102 691493 68618 8991 17761 17590 171 377420 356448 13858 7114 302143 212661 84087 5395 266974 206777 59262 935 158638 148020 10618 1800287 1789451 789 10047 1869 1341 520 8 29052 20837 8085 130 31938 31938 DUES AND SUBSCRIPTIONS 47321 36309 7270 3742 STAFF DEVELOPMENT 2432 2432 8127506 6454648 1619751 53107 282507 322345 600182 278412 19252 7000 1082517 1297666 457075 468249 580795 502878 106969 77917 6475952 7522811 1464610 1361082 10489064 11335482 452315 527324 804129 923351 946937 896232 2203381 2346907 X 6843953 7377258 1441730 1611317 8285683 8988575 10489064 11335482 X -134063 812761 24194 X X 0 1 X 1 0 X 513380 1309942 2120196 550991 374129 4868638 6561503 4908909 3435877 4184437 5090840 24181566 7074883 6218851 5556073 4735428 5464969 29050204 0 0 0 29050204 1639790 1592388 1570346 2134196 2436566 9373286 1639790 1592388 1570346 2134196 2436566 9373286 16463 18308 18683 15909 69363 8731136 7811239 7144727 6888307 7917444 38492853 0.75470 0.78730 0.24350 0.21080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32945 32945 8094561 8127506 556375 139094 0 0 549950 472931 605675 556375 2184931 3277397 79306 60868 35940 32945 209059 137488 118233 151419 139094 546234 819351 79306 60868 35940 32945 209059 681495 0 115752 -115752 681495 627995 53500 -139840 -139840 681495 622395 5600 79136 79136 627995 590295 32100 98990 98990 622395 529699 60596 107673 107673 590295 1.00000 0 0 110772 47788 62984 470023 455090 14933 77917 LIFE INSURANCE - FOUNDATION 287451 RIGHT OF USE ASSET 722218 DB PLAN SURPLUS 351413 1361082 LIABILITY FOR CHARITABLE REMAINDER UNITRUST 86277 LEASE LIABILITY 608085 LINE OF CREDIT 201870 896232 8799290 812761 24194 836955 7962335 31108 31108 7993443 8096398 0 8096398 31108 31108 8127506 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PENSION LIABILITY 24,194. 0 0 0 0 0 0 0 0 0 0 NIX AWARD GERMANY 1 5000 ACH NIX AWARD AUSTRALIA 1 5000 ACH 2023 HARDING AWARD SPAIN 1 500 ACH MATERIAL ADVANTAGE CHAPTER TRAVEL AWARD INDIA 1 500 ACH MATERIAL ADVANTAGE CHAPTER TRAVEL AWARD MEXICO 1 500 ACH 0 0 0 0 0 0 PART I, LINE 2: TMS PROVIDES SCHOLARSHIPS THROUGH ITS FOUNDATION. ALL APPLICANTS INCLUDING THOSE RESIDING OUTSIDE THE US ARE ELIGIBLE. SCHOLARSHIP APPLICANTS SUBMIT APPLICATIONS AND MIGHT BE ASKED TO SUBMIT TRANSCRIPTS, RESUMES, ESSAYS, AND RESEARCH PAPERS. COMMITTEES THEN REVIEW ALL APPLICANTS AND CHOSE AN AWARD WINNER. ALL AWARD RECIPIENTS ARE AWARDED BASED ON THEIR NOMINATION PACKAGE AND MERITS AND CAN USE THE CASH PRIZE OR SCHOLARSHIP AS THEY SEE FIT. THE PROPER TAX REPORTING FOR AWARDS IS DONE. 1 ASM 9639 KINSMAN ROAD MATERIALS PARK OH 440730002 346541397 501(C)(3) 7000 0 MATERIALS CAMP AIST 186 THORN HILL ROAD WARRENDALE PA 150867528 200338690 501(C)(3) 6500 0 REGISTRATION FOR CONFERENCE FOR AWARDEES MATERIALS RESEARCH SOCIETY 506 KEYSTONE DRIVE WARRENDALE PA 150867537 311037979 501(C)(3) 10000 0 CONFERENCE SUPPORT 3 PAPER CONTEST AND AWARDS 10 7250 SCHOLARSHIPS 18 48500 TRAVEL ASSISTANCE 115 79044 PART I, LINE 2: EACH GRANT IS GIVEN AN UNIQUE PROJECT CODE TO FACILITATE THE MONITORING OF EXPENSES. IN ADDITION, RECORDS ARE MAINTAINED FOR EACH GRANT TO MONITOR THE ELIGIBILITY AND CRITERIA USED TO AWARD THE ASSISTANCE, AND TO SUBSTANTIATE THE AMOUNT AND PROPER USE OF THE FUNDS. X 1 1 X X X 1 0 0 0 0 0 0 0 0 JAMES ROBINSON SECRETARY/EXECUTIVE DIRECT 276904 0 0 0 0 0 64930 0 19641 0 361475 0 0 0 GEORGE SPANOS DEPT. HEAD 240918 0 0 0 0 0 35267 0 19533 0 295718 0 0 0 ADRIANNE CAROLLA DEPUTY EXECUTIVE DIRECTOR 188517 0 0 0 0 0 29282 0 27348 0 245147 0 0 0 MAUREEN BYKO EDITOR 120082 0 0 0 0 0 25540 0 26324 0 171946 0 0 0 TRUDI DUNLAP DEPT. HEAD 134866 0 0 0 0 0 20531 0 8836 0 164233 0 0 0 LYNNE ROBINSON DEPT. HEAD 139302 0 0 0 0 0 12365 0 840 0 152507 0 0 0 PART I, LINE 4A MAUREEN BYKO RECEIVED $46,752.40 IN SEVERANCE PAY IN 2023. PART I, LINE 1A TMS EXECUTIVE DIRECTOR SPOUSE TRAVEL POLICY: IN RECOGNITION THAT THE EXECUTIVE DIRECTOR POSITION HAS BOTH ADMINISTRATIVE AND SOCIAL RESPONSIBILITIES, THE EXECUTIVE DIRECTOR'S SPOUSE OR PARTNER MAY BE ASKED TO ATTEND, AT SOCIETY EXPENSE, SOCIAL FUNCTIONS THAT THE EXECUTIVE DIRECTOR HOSTS OR ATTENDS ON BEHALF OF THE SOCIETY. THE EVENTS TO WHICH THE SPOUSE OR PARTNER IS ASKED TO ATTEND IS APPROVED BY THE TMS EXECUTIVE COMMITTEE IN ADVANCE. PART I, LINE 6 THE ORGANIZATION HAS DEVELOPED A BONUS PLAN DESIGNED TO REWARD STAFF BASED ON THE SUCCESS OF THE SOCIETY. SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS AT THE CONCLUSION OF EACH FISCAL YEAR, THE EXECUTIVE DIRECTOR CAN RECOMMEND AN AMOUNT FOR A BONUS POOL FOR STAFF TO SHARE, ASSUMING CERTAIN FINANCIAL METRICS HAVE BEEN MET BY THE SOCIETY. LYNNE ROBINSON FAMILY OF OFFICER 152506 SALARY AND BENEFITS. LYNNE ROBINSON IS A FULL-TIME EMPLOYEE OF TMS AS DEPARTMENT HEAD OF MARKETING AND COMMUNICATIONS AND THE SPOUSE OF JAMES ROBINSON. JAMES ROBINSON IS THE SECRETARY/EXECUTIVE DIRECTOR OF THE ORGANIZATION. MR. ROBINSON PROVIDES AN ANNUAL DISCLOSURE OF THIS RELATIONSHIP TO THE TMS EXECUTIVE COMMITTEE. LYNNE ROBINSON RETIRED FROM TMS ON JANUARY 5, 2024. 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S PROFESSIONAL AND ASSOCIATE MEMBERS HAVE FULL VOTING PRIVILEGES WITH RESPECT TO THE ELECTION OF MEMBERS OF THE GOVERNING BODY AND APPROVAL OF SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S PROFESSIONAL AND ASSOCIATE MEMBERS HAVE FULL VOTING PRIVILEGES WITH RESPECT TO THE ELECTION OF MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S PROFESSIONAL AND ASSOCIATE MEMBERS HAVE FULL VOTING PRIVILEGES WITH RESPECT TO THE APPROVAL OF SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR OR DEPUTY EXECUTIVE DIRECTOR PROVIDES A FINAL COPY OF THE FORM 990 TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF DIRECTORS ARE ANNUALLY PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD WILL REVIEW ANY BOARD MEMBER DISCLOSURES OF POTENTIAL CONFLICT OF INTEREST AND MAKE A DETERMINATION AS TO THE APPROPRIATE PATH FORWARD. EMPLOYEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AT THE TIME OF INITIAL EMPLOYMENT AND ANNUALLY REVIEWED. THE EXECUTIVE DIRECTOR WILL REVIEW ANY STAFF STATEMENTS OF A POTENTIAL CONFLICT OF INTEREST AND MAKE A DETERMINATION AS TO THE APPROPRIATE PATH FORWARD. A WOULD-BE OR SITTING COMMITTEE MEMBER MUST FILE THE STATEMENT OF POTENTIAL CONFICT OF INTEREST IF HE OR SHE SELF-IDENTIFIES AS HAVING A POTENTIAL CONFLICT OF INTEREST OR THE APPEARANCE OF CONFLICT OF INTEREST. THE ORGANIZATION'S PRESIDENT AND EXECUTIVE DIRECTOR REVIEW AND EITHER MAKE A DETERMINATION OR REFER TO THE EXECUTIVE COMMITTEE FOR A DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF DIRECTORS. THE STAFF COMPENSATION PROGRAM IS REVIEWED ON A REGULAR BASIS AND JOB DESCRIPTIONS GENERALLY ARE AUDITED AND MARKET-PRICED EVERY OTHER YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES SUCH DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY 24,194. PART XII, LINE 2C THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS WAS NOT CHANGED DURING THE TAX YEAR. AMERICAN INSTITUTE OF MINING METALLURGICAL AND PETROLEUM ENGINEERS INC 12999 EAST ADAM AIRCRAFT CIRCLE ENGLEWOOD CO 80112 131623894 MEMBERSHIP SERVICES NY 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 AMERICAN INSTITUTE OF MINING METALLURGICAL AND PETROLEUM ENGINEERS INC Q 2646 CASH PAYMENT AMERICAN INSTITUTE OF MINING METALLURGICAL AND PETROLEUM ENGINEERS INC S 106900 CASH PAYMENT