2025-02-18T09:43:02-06:00 2024-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-07-01 526056276 NATIONAL SOCIETY OF PROFESSIONAL ENGINEERS EDUCATION FOUNDATION NATI 7036842800 1420 KING STREET ALEXANDRIA VA 22314 MONIKA SCHULZ CAE SECRETARY/NSPE EXECUTIVE DIRECTOR 7036842800 2025-02-14 1 0 MICHAEL J PETERSON CPA P01833529 2187224705 2025-02-14 2023 2025-03-06 01:10:19Z MONIKA SCHULZ CAE 1420 KING STREET ALEXANDRIA VA 22314 72202 0 X WWW.NSPE.ORG/RESOURCES/EDUCATIONAL-FOUNDATION X 1960 DE TO EXPAND THE PUBLIC AWARENESS, UNDERSTANDING, AND APPRECIATION OF THE ROLE AND VALUE OF ENGINEERS IN IMPROVING THE QUALITY OF LIFE; TO ENHANCE THE IMAGE OF AND RESPECT FOR ENGINEERS; TO DEMONSTRATE THE DIVERSE FACE OF ENGINEERING; TO PROMOTE ENGINEERING AS A VIABLE AND REWARDING CAREER; TO INCREASE THE NUMBER OF STUDENTS WHO PURSUE A CAREER IN ENGINEERING; AND TO ADVANCE THE QUALITY OF ENGINEERING PROFESSIONALS. 17 16 0 17 0 0 54693 66975 0 0 4575 5227 0 0 59268 72202 71800 40000 0 0 0 0 0 0 15086 27884 37061 99684 77061 -40416 -4859 1460263 1638683 0 14090 1460263 1624593 X TO EXPAND THE PUBLIC AWARENESS, UNDERSTANDING, AND APPRECIATION OF THE ROLE AND VALUE OF ENGINEERS IN IMPROVING THE QUALITY OF LIFE; TO ENHANCE THE IMAGE OF AND RESPECT FOR ENGINEERS; TO DEMONSTRATE THE DIVERSE FACE OF ENGINEERING; TO PROMOTE ENGINEERING AS A VIABLE AND REWARDING CAREER; TO INCREASE THE NUMBER OF STUDENTS WHO PURSUE A CAREER IN ENGINEERING; AND TO ADVANCE THE QUALITY OF ENGINEERING PROFESSIONALS. 0 0 40201 40000 0 SCHOLARSHIP PROGRAM - TO DEVELOP THE CAPABILITIES OF INDIVIDUALS THROUGH EDUCATION AS ENGINEERS FOR EVENTUAL SERVICE AS ENGINEERS TO THE UNITED STATES AND INDUSTRY BY PROVIDING SCHOLARSHIPS AT THE UNDERGRADUATE LEVEL FOR OUTSTANDING UNDERGRADUATE ENGINEERING STUDENTS WHO ARE ENROLLED IN AND PURSUING THE STUDY OF ENGINEERING AT AN ACCREDITED COLLEGE OR UNIVERSITY. GRANTS AND SUPPORT TO OTHER CHARITABLE ORGANIZATIONS WITH ENGINEERING-RELATED MISSIONS. 40201 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA DC FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X MONIKA SCHULZ CAE 7036842800 1420 KING STREET ALEXANDRIA VA 22314 MONIKA SCHULZ SECRETARY/NSPE EXECUTIVE DIRECTOR 1.00 50.00 X X 0 277176 44986 JOHN HO PRESIDENT 1.00 3.00 X X 0 0 0 MARGUERITE MCCLAM VICE PRESIDENT 1.00 X X 0 0 0 ROBERT PRICE TREASURER 1.00 10.00 X X 0 0 0 MICHAEL BASTA TRUSTEE 1.00 X 0 0 0 NIKHIL BODHANKAR TRUSTEE 1.00 X 0 0 0 ADRIAN BROWN TRUSTEE 1.00 X 0 0 0 KRISTEN CHANDLER TRUSTEE 1.00 X 0 0 0 CHARLES HOLLIS TRUSTEE 1.00 X 0 0 0 HARVE HNATIUK TRUSTEE 1.00 X 0 0 0 SHARON KIMBROUGH TRUSTEE 1.00 X 0 0 0 CLAIRE KOHATSU TRUSTEE 1.00 X 0 0 0 PETER LIVINGSTON TRUSTEE 1.00 X 0 0 0 WAYNE NELSON TRUSTEE 1.00 X 0 0 0 KATHY RENZETTI TRUSTEE 1.00 X 0 0 0 PETER STAFFELD TRUSTEE (THRU SEPT 23) 1.00 X 0 0 0 NADIR YILMAZ TRUSTEE 1.00 X 0 0 0 0 277176 44986 0 0 1 0 0 66975 66975 5227 5227 72202 0 0 5227 40000 40000 8000 8000 12896 12896 1079 201 878 LICENSES 15086 15086 77061 40201 21774 15086 68633 87204 1635 1389958 1551479 37 0 1460263 1638683 14090 0 14090 X 180954 190830 1279309 1433763 1460263 1624593 1460263 1638683 -4859 169189 0 X 0 1 X 1 0 X 162192 34303 50010 54693 66975 368173 162192 34303 50010 54693 66975 368173 22195 345978 4054 3903 4334 4575 5227 22093 390266 0.88650 0.87560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1194907 150862 11111 1334658 1143149 500 102035 38000 12777 1194907 1326383 -145078 30500 7656 1143149 1118863 232214 15500 9194 1326383 1121127 1250 19198 12500 10212 1118863 0.00000 0.00000 1.00000 0 0 0 X 228495 169189 169189 59306 12896 12896 72202 64165 0 64165 12896 12896 77061 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF SIX DIFFERENT FUNDS ESTABLISHED TO BENEFIT THE FOUNDATION FOR A VARIETY OF PURPOSES. THE SIX FUNDS ARE THE STEINMAN ENDOWMENT FUND, THE AUXILIARY LEGACY FUND, THE PAUL H. ROBBINS FUND, THE G. HIGHTOWER FUND, THE WILLIAM KIMEL FUND, AND THE MILTON LUNCH FUND. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE FOUNDATION HAS RECEIVED SEVERAL GIFTS IN WHICH THE DONORS HAVE STIPULATED THAT THE GIFT AMOUNT BE INVESTED AND MAINTAINED INTO PERPETUITY FOR THE CONTINUED OPERATIONS OF THE FOUNDATION. PART X, LINE 2: THE FOUNDATION ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT AN INCOME TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN INCOME TAX POSITIONS AS OF JUNE 30, 2024 AND 2023. TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. OPEN PERIODS SUBJECT TO AUDIT ARE GENERALLY THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. 1 SCHOLARSHIPS 9 40000 PART I, LINE 2: THE ORGANIZATION HAS TRANSCRIPT FOR ALL SCHOLARSHIP AWARDEES PRIOR TO PAYMENT TO ASSURE THAT THEY ARE ENROLLED IN AN ABET APPROVED ENGINEERING PROGRAM AND REVIEW THEIR GPA. THE ORGANIZATION MAKES SCHOLARSHIP PAYMENTS DIRECTLY TO THE UNIVERSITIES UNDER THE STUDENT'S NAME. 0 0 0 0 0 0 0 0 0 MONIKA SCHULZ SECRETARY/NSPE EXECUTIVE DIRECTOR 0 275886 0 0 0 1290 0 14253 0 30733 0 322162 0 0 PART I, LINE 3 THE ORGANIZATION HAS A RELATED PARTY THAT DETERMINES THE COMPENSATION OF ANY RELATED PARTY PERSON REPORTED ON SCHEDULE J. THE RELATED PARTY ENGAGES THE FOLLOWING: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION, CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S BOARD OF TRUSTEES AND THE VICE PRESIDENT OF FINANCE & ADMINISTRATION OF THE NATIONAL SOCIETY OF PROFESSIONAL ENGINEERS PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A TRUSTEE WHO SERVES AS A DIRECTOR, TRUSTEE, OFFICER, STAFF MEMBER, CONSULTANT OR IN A SIMILAR CAPACITY TO A CORPORATION THAT IS CURRENTLY PROVIDING FUNDS TO THE FOUNDATION, OR IS PROVIDING GOODS OR SERVICES TO THE FOUNDATION, OR IS RECEIVING FINANCIAL SUPPORT FROM THE FOUNDATION OR HAS SOME OTHER DIRECT TANGIBLE FINANCIAL RELATIONSHIP WITH THE FOUNDATION SHALL DISCLOSE SUCH INFORMATION ANNUALLY, AND SHALL PROVIDE UPDATED INFORMATION TO THE CORPORATION SECRETARY AS CIRCUMSTANCES CHANGE. IN ADDITION, IF ANY IMMEDIATE FAMILY MEMBER OF A TRUSTEE ALSO SERVES IN A SIMILAR CAPACITY FOR AN OUTSIDE CORPORATION OF THE TYPE DESCRIBED ABOVE, SUCH TRUSTEE SHALL DISCLOSE SUCH INFORMATION ANNUALLY. WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE NSPE EDUCATION FOUNDATION BOARD OF TRUSTEES, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE NSPE EDUCATION FOUNDATION BOARD OF TRUSTEES, OR ANY RELEVANT COMMITTEE/TASK FORCE, AND SUCH PERSON SHALL NOT VOTE ON THE MATTER; IF APPROPRIATE, SUCH TRUSTEE SHALL ALSO ABSENT HIM/HERSELF FROM THE DISCUSSION OF THE MATTER. SPECIFICALLY, IN CONSIDERING A REQUEST TO PROVIDE GRANT, LOAN OR OTHER FUNDS TO, OR TO BORROW FUNDS FROM, OR TO CONTRACT WITH, AN OUTSIDE CORPORATION WITH WHICH A TRUSTEE IS AFFILIATED, THE CONCERNED TRUSTEE SHALL NOTIFY THE PRESIDENT OF THE FOUNDATION BOARD, OR THE COMMITTEE/TASK FORCE, OF THE RELATIONSHIP OF SUCH TRUSTEE TO THE OUTSIDE CORPORATION THAT IS THE SUBJECT OF THE MATTER BEFORE THE BOARD, OR THE COMMITTEE/TASK FORCE, AND SUCH TRUSTEE'S RELATIONSHIP, IF ANY, TO THE CONSIDERATION AND DEVELOPMENT OF THE PROPOSAL BEFORE THE FOUNDATION BOARD, OR COMMITTEE/TASK FORCE. IF THERE IS A POTENTIAL SITUATION OF THIS NATURE BUT A TRUSTEE IS NOT CERTAIN IF THE CIRCUMSTANCES COME WITHIN SUCH PROCEDURE, SUCH TRUSTEE MAY CONSULT WITH THE CORPORATION SECRETARY TO DETERMINE THE BEST COURSE OF ACTION. THE MINUTES OF THE MEETING OF THE NSPE EDUCATION FOUNDATION BOARD OF TRUSTEES, OR ANY COMMITTEE/TASK FORCE, SHALL REFLECT THAT THE POTENTIAL CONFLICT OF INTEREST WAS DISCLOSED, THAT THE INTERESTED PERSON DID NOT PARTICIPATE IN THE VOTING ON SUCH MATTER, AND, IF THAT WAS THE CASE, WAS NOT PRESENT DURING THE DISCUSSION OF SUCH MATTER. 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. NATIONAL SOCIETY OF PROFESSIONAL ENGINEERS 1420 KING STREET ALEXANDRIA VA 22314 521353803 ADVANCE THE STANDARDS & STANDING OF THE ENGINEERING PROFESSION. SC 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0