2025-10-23T08:53:34-05:00 2024-12-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2024-01-01 382746841 SME EDUCATION FOUNDATION SMEE 3134253000 1000 TOWN CENTER 1910 SOUTHFIELD MI 48075 CRAIG CONNOP CFO 3134253000 2025-10-16 1 1 DAVID LOWENTHAL P00378651 3122071040 2025-10-16 2024 2025-03-06 01:10:19Z CRAIG CONNOP 1000 TOWN CENTER 1910 SOUTHFIELD MI 48075 10466759 0 X WWW.SMEEF.ORG X 1987 MI THE SME EDUCATION FOUNDATION MISSION IS TO INSPIRE, PREPARE, AND SUPPORT THE NEXT GENERATION OF MANUFACTURING ENGINEERS AND TECHNOLOGISTS. 16 16 9 163 0 0 11476153 6093162 804109 79460 1219913 1848323 0 0 13500175 8020945 4584399 7525238 0 0 1262866 1286277 98063 82706 548925 788816 804996 6734144 9699217 6766031 -1678272 34031281 31767607 2546291 1271037 31484990 30496570 X A. TO OPERATE AND ACT EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSE OF THE SOCIETY OF MANUFACTURING ENGINEERS, A TAX-EXEMPT CHARITABLE ORGANIZATION WHICH IS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, (THE "CODE"), AND WHICH IS NOT A PRIVATE FOUNDATION, AS SUCH TERM IS DEFINED IN CODE SECTION 509, PURSUANT TO CODE SECTION 509(A)(2). B. THE SME EDUCATION FOUNDATION'S MISSION IS TO PREPARE THE FUTURE ENGINEERS AND TECHNOLOGISTS FOR MANUFACTURING CAREERS THROUGH OUTREACH PROGRAMS TO ENRICH STUDENTS TO STUDY SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS (STEM) IN ALIGNMENT WITH SME. C. TO OPERATE AND ACT EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES AS SUCH TERMS ARE USED IN CODE SECTION 501(C)(3). D. TO RECEIVE AND ADMINISTER ASSETS EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES AS SUCH TERMS ARE USED IN CODE SECTION 501(C)(3). 0 0 1121048 816101 79460 SCHOLARSHIPS: IN 2024 THE SME EDUCATION FOUDATION AWARDED ACADEMIC SCHOLARSHIPS TO 144 GRADUATING HIGH SCHOOL SENIORS, CURRENT UNDERGRADUATES AND MASTERS OR DOCTORAL DEGREE STUDENTS PURSUING POST-SECONDARY DEGREES IN MANUFACTURING ENGINEERING, MANUFACTURING TECHNOLOGY, AND RELATED FIELDS. TOTAL SCHOLARSHIP AWARDS DISTRIBUTED TO 123 HIGHER EDUCATIONAL INSTITUTIONS EQUALED $816,101. 7322257 6696663 0 EDUCATIONAL PROGRAMS: THE PRIME (PARTNERHSIP RESPONSE IN MANUFACTURING EDUCATION) PROGRAM PROVIDES HIGH SCHOOL STUDENTS WITH HANDS-ON TRAINING AND MANUFACTURING SKILLS THROUGH ACCESS TO ADVANCED TECHNOLOGIES, INDUSTRY-LED CURRICULUM, JOB SHADOWING AND MENTORING PROGRAMS. CASH, EQUIPMENT AND CURRICULUM TOTALING $6,679,111 WAS DONATED TO SCHOOLS IN THE PRIME NETWORK IN 2024. 237906 12474 EDUCATIONAL EVENTS AND ACTIVITIES: PROJECTS INCLUDED SPONSORSHIP OF GIRL'S STEM CAMP AND SME STUDENT CHAPTER ASSISTANCE. 8681211 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 11 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA IL MI NJ NY OH PA WA WI MN AL X CRAIG CONNOP 3134253000 1000 TOWN CENTER 1910 SOUTHFIELD MI 48075 FRANK ERVIN III PRESIDENT 4.00 0.00 X X 0 0 0 ERICA POWELL BELL VICE PRESIDENT 2.00 0.00 X X 0 0 0 ANDREW JONES SECRETARY/TREASURER 2.00 0.00 X X 0 0 0 ADAM CLAYTOR DIRECTOR 2.00 0.00 X 0 0 0 VALERIE FREEMAN DIRECTOR 2.00 0.00 X 0 0 0 MATTHEW HILGENDORF DIRECTOR 2.00 0.00 X 0 0 0 JOE KANN DIRECTOR 2.00 0.00 X 0 0 0 ROBERT KOMLJENOVIC DIRECTOR 2.00 0.00 X 0 0 0 PETER MANCINI DIRECTOR 2.00 0.00 X 0 0 0 ART MCCLELLAN DIRECTOR 2.00 0.00 X 0 0 0 MARK MICHALSKI DIRECTOR 2.00 0.00 X 0 0 0 JOHN MILLER DIRECTOR 2.00 0.00 X 0 0 0 CHRISTOPHER RAKE DIRECTOR 2.00 0.00 X 0 0 0 KYLE RIEGEL DIRECTOR 2.00 0.00 X 0 0 0 KATE KREAMER DIRECTOR 2.00 0.00 X 0 0 0 JOANNE WILLIAMS DIRECTOR 2.00 0.00 X 0 0 0 ROBERT WILLIG EXECUTIVE DIRECTOR & CEO 4.00 46.00 X 0 694180 61379 CRAIG CONNOP CHIEF FINANCIAL OFFICER 4.00 46.00 X 0 425564 50888 ROBERT LUCE VP, SME EDUCATION FOUNDATION 50.00 0.00 X 258657 0 47016 SHELLEY WOOLEY DIRECTOR, EDUCATION PROGRAMS 50.00 0.00 X 138832 0 9736 CHRISTIAN JENSEN DIRECTOR, INSTITUTIONAL GIVING 50.00 0.00 X 116748 0 13103 RONALD SCOZZARI MANAGER, EDUCATION PROGRAMS 50.00 0.00 X 108441 0 28838 622678 1119744 210960 4 0 1 0 0 1515199 1000000 3577963 472500 6093162 SCHOLARSHIP ADMINISTRATION REVENU 561000 79460 79460 79460 773607 773607 3520530 2445814 1074716 1074716 1074716 8020945 79460 0 1848323 6696663 6696663 828575 828575 291512 169077 81623 40812 787377 566150 110847 110380 137259 104303 19135 13821 70129 50478 9855 9796 11570 1380 10190 55056 55056 231509 231509 82706 82706 39916 39916 3170 773 2397 69858 60267 9591 15469 7014 6861 1594 68125 67618 254 253 143782 59945 25848 57989 69226 17315 51911 PRINTING & PUBLISHING 56017 10355 45597 65 FUND ADMIN EXPENSES 41298 41298 9699217 8681211 469081 548925 9438115 5148779 38750 326250 1576147 1085842 24378 15024 77670 77670 0 0 22953891 25191712 34031281 31767607 1132209 701537 406417 567500 0 2000 254815 0 752850 0 2546291 1271037 X 8858504 10171066 22626486 20325504 31484990 30496570 34031281 31767607 -1678272 689852 0 X 0 1 X 1 0 X 1130183 8280076 1423958 11476153 6093162 28403532 1130183 8280076 1423958 11476153 6093162 28403532 611220 27792312 274329 268087 383602 493295 773607 2192920 214497 466657 58318 804109 79460 1623041 32219493 1641141 0.86260 0.86990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 231509 231509 0 PART II-B, LINE 1: THE ORGANIZATION ENGAGES A LEGAL FIRM, MCGUIRE WOODS, TO PERFORM LOBBYING ACTIVITIES ON ITS BEHALF. LOBBYING ACTIVITIES INCLUDE EDUCATION AND OTHER ACTIVITIES TO INFORM NORTH CAROLINA STATE ELECTED OFFICIALS REGARDING SME PRIME. THE ORGANIZATION ALSO PAID $170,000 TO THE MICHIGAN MANUFACTURERS ASSOCIATION FOR STRATEGIC PARTNERSHIP AND ADVOCACY SUPPORT DURING 2024. 0 1 X 19320082 914423 1543859 966776 20811588 17318611 1080158 1937400 1016087 19320082 20897045 168330 -2866615 826585 53564 17318611 19434714 255193 1787445 580307 20897045 18337787 16039 2487382 477900 928594 19434714 0.28000 0.35000 0.37000 0 0 6420 6420 0 71250 71250 0 0 9050989 689852 380108 1069960 7981029 39916 39916 8020945 10039409 380108 380108 9659301 39916 39916 9699217 PART IV, LINE 2B: ECROW AND CUSTODIAL ACCOUNTS SME EDUCATION FOUNDATION ("SME-EF") SERVED AS AN INTERMEDIARY FOR CERTAIN NON-STEM SCHOLARSHIP PROGRAMS WHEREBY THE SCHOLARSHIP RECIPIENTS ARE SELECTED BASED ON AN APPROPRIATE PROCESS MANAGED BY THE DONOR. PART V, LINE 4: SME-EF CLASSIFIES DONATIONS AS PERMANENTLY RESTRICTED ENDOWMENT FUNDS IN THOSE INSTANCES IN WHICH THE DONOR HAS STIPULATED THAT THE PRINCIPAL IS TO BE MAINTAINED IN PERPETUITY FOR THE BENEFIT OF SME-EF. SME-EF IS ENTITLED TO THE EARNINGS OF SUCH FUNDS FOR OPERATING PURPOSES OR SUCH OTHER PURPOSE SPECIFIED BY THE DONOR. EARNINGS FROM PERMANENTLY RESTRICTED ENDOWMENT FUNDS ARE TEMPORARILY RESTRICTED UNTIL USED FOR THE PURPOSE INTENDED BY THE DONOR, PRIMARILY TO SUPPORT STEM RELATED YOUTH PROGRAMS AND SCHOLARSHIPS. THE BOARD OF DIRECTORS HAS DESIGNATED CERTAIN ACCUMULATED UNRESTRICTED EARNINGS OF ENDOWMENT FUNDS AND AMOUNTS FOR WHICH RESTRICTIONS HAVE BEEN MET AS BOARD-DESIGNATED (QUASI) ENDOWMENT FUNDS. X X X X X 1 KOHLI-WINKLEBLEK DEVELOPMENT LLC 236 BROADWAY MENANDS NY 12204 GRANT WRITING 0 0 42206 -42206 ERVIN POLICY GROUP LLC 1757 MOUNTAIN ASH DRIVE WEST BLOOMFIELD MI 48324 CONSULTING 0 0 40009 -40009 82215 -82215 AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OR PA OK RI SC TN UT VA WA WV WI 1 CALEDONIA HIGH SCHOOL 8948 KRAFT AV SE CALEDONIA MI 49316 386002005 GOVERNMENT 0 299291 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT OWOSSO HIGH SCHOOL 645 ALGER ST OWOSSO MI 48867 386003809 GOVERNMENT 0 286162 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT LAKEVIEW HIGH SCHOOL 27575 HARPER AVE ST CLAIR SHORES MI 48081 386002524 GOVERNMENT 0 283158 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT LINCOLN SENIOR HIGH SCHOOL 7425 WILLIS RD YPSILANTI MI 48197 386004035 GOVERNMENT 0 269301 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT KELLOGGSVILLE HIGH SCHOOL 242 52ND ST ST GRAND RAPIDS MI 49548 386002133 GOVERNMENT 0 253579 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT YPSILANTI COMMUNITY HIGH SCHOOL 1885 PACKARD RD YPSILANTI MI 48197 381805562 GOVERNMENT 0 250883 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT PROVISO WEST HIGH SCHOOL 4701 HARRISON ST HILLSIDE IL 60162 366004001 GOVERNMENT 0 237242 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT SALINE HIGH SCHOOL 1300 CAMPUS PARKWAY SALINE MI 48176 386019575 GOVERNMENT 0 236088 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT WAVERLY SENIOR HIGH SCHOOL 515 SNOW RD LANSING MI 48917 386034865 GOVERNMENT 0 232297 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT GAINESVILLE HIGH SCHOOL 830 CENTURY PL GAINESVILLE GA 30501 586000152 GOVERNMENT 0 230942 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT NORTHWEST EDUCATION SERVICES CAREER TECH 880 PARSONS ROAD TRAVERSE CITY MI 49686 381723020 GOVERNMENT 0 230449 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT INVEST ROOSEVELT 24131 S CHRYSLER DR HAZEL PARK MI 48030 832250408 GOVERNMENT 0 229872 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT NEWTON COLLEGE AND CAREER ACADEMY 144 RAM DR COVINGTON GA 30014 586000295 GOVERNMENT 0 223392 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT MARSHALL HIGH SCHOOL 701 N MARSHALL AVE MARSHALL MI 49068 386000810 GOVERNMENT 0 211515 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT THINC COLLEGE AND CAREER ACADEMY 1302 ORCHARD HILL RD LAGRANGE GA 30240 463697983 GOVERNMENT 0 209702 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT HALL COUNTY SCHOOLS 711 GREEN STREET GAINESVILLE GA 30501 586000256 GOVERNMENT 0 406575 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT CALHOUN HIGH SCHOOL 355 S RIVER ST CALHOUN GA 30701 586000138 GOVERNMENT 0 203755 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT KEARSLEY HIGH SCHOOL 4396 UNDERHILL DR FLINT MI 48439 386001237 GOVERNMENT 0 194950 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT LIBERTY COLLEGE AND CAREER ACADEMY 245 DORSEY RD HINESVILLE GA 31313 586000277 GOVERNMENT 0 194551 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT DELTA SCHOOLCRAFT ISD 2525 3RD AVE S ESCANABA MI 49829 381715681 GOVERNMENT 0 189233 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT JONES COUNTY HIGH SCHOOL 339 RAILROAD ST GRAY GA 31032 586000272 GOVERNMENT 0 185748 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT FRANKENMUTH HIGH SCHOOL 525 E GENESEE FRANKENMUTH MI 48734 386003438 GOVERNMENT 0 184472 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT DAVISON HIGH SCHOOL 1490 N OAK ROAD DAVISON MI 48423 386001203 GOVERNMENT 0 179812 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT NORTHWEST GEORGIA C&C ACADEMY 2300 MADDOX CHAPEL RD NE DALTON GA 30721 586000347 GOVERNMENT 0 177617 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT COLUMBIA-MONTOUR VOC TECH SCHOOL 5050 SWEPPENHEISER DR BLOOMSBURG PA 17815 231667621 GOVERNMENT 0 173805 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT BRYAN COUNTY HIGH SCHOOL 1234 CAMELIA DR PEMBROKE GA 31321 586000196 GOVERNMENT 0 156818 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT SOUTH FORSYTH HIGH SCHOOL 585 PEACHTREE PKWY CUMMING GA 30041 586000243 GOVERNMENT 0 153170 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT HOLT HIGH SCHOOL 5780 WEST HOLT ROAD HOLT MI 48842 386001589 GOVERNMENT 0 116419 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT PONTIAC HIGH SCHOOL 1051 ARLENE AVE PONTIAC MI 48340 386003035 GOVERNMENT 0 101850 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT CHARLETON HESTON ACADEMY 1350 N SAINT HELEN RD SAINT HELEN MI 48656 900842762 GOVERNMENT 0 95717 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT MONROE AREA HIGH SCHOOL 300 DOUBLE SPRINGS CHURCH RD MONROE GA 30656 586000339 GOVERNMENT 0 68147 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT UNADILLA VALLEY HIGH SCHOOL PO BOX F 4238 STATE HWY 8 NEW BERLIN NY 13411 161502130 GOVERNMENT 0 42735 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT COOR ATIC 11051 N CUT ROAD ROSCOMMON MI 48653 381791360 GOVERNMENT 0 42340 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT CENTER LINE HIGH SCHOOL 26400 ARSENAL CENTER LINE MI 48015 386002563 GOVERNMENT 0 15696 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT SAN ANGELO INDEPENDENT SCHOOL DISTRICT 1621 UNIVERSITY SAN ANGELO TX 76904 756002404 GOVERNMENT 0 10290 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT RACINE UNIFIED SCHOOL DISTRICT 3109 MT PLEASANT ST RACINE WI 53404 396031430 GOVERNMENT 0 9594 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT SOUTHFIELD HIGH SCHOOL FOR THE ARTS & TECHNOLOGY 24675 LASHER RD SOUTHFIELD MI 48033 386003094 GOVERNMENT 0 9500 FMV MFG. EQUIPMENT/CURRICULUM PRIME SCHOOL SUPPORT CENTERVILLE HIGH SCHOOL 500 E FRANKLIN ST CENTERVILLE OH 45459 316000994 GOVERNMENT 10000 0 N/A N/A PRIME SCHOOL SUPPORT HOLLENSTEIN CAREER & TECHNOLOGY CENTER HOLLENSTEIN CAREER TECHNOLOGY CENTER FORT WORTH TX 76179 756004855 GOVERNMENT 10000 0 N/A N/A PRIME SCHOOL SUPPORT INNOVATION CENTRAL HIGH SCHOOL 421 FOUNTAIN ST NE GRAND RAPIDS MI 49503 383137984 GOVERNMENT 10000 0 N/A N/A PRIME SCHOOL SUPPORT MCKENZIE CENTER FOR INNOVATION AND TECHNOLOGY 6501 SUNNYSIDE RD INDIANAPOLIS IN 46236 356006802 GOVERNMENT 10000 0 N/A N/A PRIME SCHOOL SUPPORT METROPOLITAN SCHOOL DISTRICT OF WAYNE TOWNSHIP AREA 31 CAREER CENTER INDIANAPOLIS IN 46214 351072270 GOVERNMENT 10000 0 N/A N/A PRIME SCHOOL SUPPORT SAINT MICHAEL-ALBERTVILLE HIGH SCHOOL 5800 JAMISON AVE NE ST MICHAEL MN 55376 411893040 GOVERNMENT 10000 0 N/A N/A PRIME SCHOOL SUPPORT SAN PASQUAL HIGH SCHOOL 302 N MIDWAY DR ESCONDIDO CA 92027 956001096 GOVERNMENT 10000 0 N/A N/A PRIME SCHOOL SUPPORT WADSWORTH HIGH SCHOOLS FOUR CITIES COMPACT WADSWORTH OH 44281 346002962 GOVERNMENT 10000 0 N/A N/A PRIME SCHOOL SUPPORT WALKER CAREER CENTER 9651 EAST 21ST STREET INDIANAPOLIS IN 46229 356006000 GOVERNMENT 10000 0 N/A N/A PRIME SCHOOL SUPPORT WHEELING HIGH SCHOOL 900 S ELMHURST ROAD WHEELING IL 60090 366004405 GOVERNMENT 10000 0 N/A N/A PRIME SCHOOL SUPPORT 47 0 COLLEGE AND TECHNICAL SCHOOL SCHOLARSHIPS 144 816101 SCHOLARSHIPS STUDENTS IN STUDENT SUMMIT 4 10000 2474 FMV AWARD PART I, LINE 2: SITES WITHIN OUR PRIME NETWORK THAT RECEIVE FUNDING FROM SME-EF ARE HIGHLY ENGAGED WITH BOTH SME-EF STAFF AND THEIR LOCAL SUPPORTING INDUSTRY PARTNER. ALL PRIME DESIGNATED SITES COMPLETE YEAR END REPORTS THAT DETAIL FUNDING ALLOCATIONS AND EXPENDITURES. AN SME-EF STAFF MEMBER OR SME VOLUNTEER VISITS OR CONSULTS WITH EACH PRIME SCHOOL AT LEAST ANNUALLY TO MONITOR AND SUPPORT THEIR PROGRAM. 0 0 0 0 0 0 0 1 0 ROBERT WILLIG EXECUTIVE DIRECTOR & CEO 0 464039 0 225411 0 4730 0 30870 0 30509 0 755559 0 0 CRAIG CONNOP CHIEF FINANCIAL OFFICER 0 291113 0 132074 0 2377 0 19115 0 31773 0 476452 0 0 ROBERT LUCE VP, SME EDUCATION FOUNDATION 174813 0 82451 0 1393 0 12750 0 34266 0 305673 0 0 0 PART I, LINE 3 SOCIETY OF MANUFACTURING ENGINEERS ("SME"), THE PARENT ORGANIZATION OF SME-EF, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S VICE PRESIDENT: 1) RECOMMENDATION OF THE SME CEO 2) BENCHMARK STUDIES BY AN INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER SIMILAR ORGANIZATIONS 4) PRE-ESTABLISHED JOB OBJECTIVES IN ACCORDANCE WITH THE SME EXECUTIVE INCENTIVE PLAN 5) APPROVAL BY THE SME EXECUTIVE COMPENSATION COMMITTEE PART I, LINE 7 SME, A RELATED ORGANIZATION, PAID BONUSES TO ITS MANAGEMENT, INCLUDING THE SME EDUCATION FOUNDATION VICE-PRESIDENT. THE BONUSES WERE PARTLY BASED ON ACHIEVEMENT OF SPECIFIC PROJECT MANAGEMENT GOALS AND PARTLY UPON THE REVENUES GOALS OF SME. NO PORTION WAS CONTINGENT UPON THE NET EARNINGS OF SME-EF OR ANY RELATED ORGANIZATION. X SOFTWARE CONTENT/ SUBSCRIPTIONS 1 472500 FMV 0 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION (CONTINUED) E. TO CONDUCT ANY AND ALL SUCH ACTIVITIES AND EXERCISE ANY AND ALL SUCH POWERS AS ARE NECESSARY OR DESIRABLE TO THE ACHIEVEMENT OF THE FOREGOING AND FURTHERANCE OF THE PURPOSES OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 SME IS THE SOLE SHAREHOLDER OF SME EDUCATION FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A ALL ELECTED DIRECTORS ARE APPROVED BY THE SME EXECUTIVE COMPENSATION COMMITTEE AND SERVE AT THE PLEASURE OF THE SHAREHOLDER, SME. FORM 990, PART VI, SECTION A, LINE 7B THE SME-EF BYLAWS ARE REVIEWED AND APPROVED BY THE SME EXECUTIVE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B SME AND SME-EF UTILIZE AN INDEPENDENT ACCOUNTING FIRM TO COMPLETE THE FORM 990 AND RELATED SCHEDULES. A DETAILED REVIEW OF THE FEDERAL FORM 990 IS PERFORMED BY THE CHIEF FINANCIAL OFFICER AND THE CHIEF EXECUTIVE OFFICER OF SME AND SME-EF. WHEN THE RETURN IS FINALIZED, IT IS PRESENTED TO THE EXECUTIVE DIRECTOR/CEO FOR DISCUSSION AND REVIEW AND ALL COMMENTS ARE ADDRESSED. THE RETURN IS THEN PRESENTED TO THE SME/SME-EF'S COMBINED AUDIT COMMITTEE OF THE BOARD OF DIRECTORS FOR APPROVAL, AS DELEGATED PER THE GOVERNING BODIES. THE SIGNED RETURN IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES SIGN A DISCLOSURE FORM WHEN THEY ARE HIRED AND ARE REMINDED OF THE POLICY ANNUALLY. IF A CONFLICT ARISES, THEY ARE EVALUATED BY THE VICE PRESIDENT, HUMAN RESOURCES AND THE SME EXECUTIVE DIRECTOR/CEO. CORRECTIVE ACTION IS TAKEN IF REQUIRED. FORM 990, PART VI, SECTION B, LINE 15 ALL SME-EF STAFF ARE EMPLOYED BY SME, WHICH ALSO PROVIDES ACCESS TO EMPLOYEE BENEFIT PLANS. SME-EF REIMBURSES SME FOR ITS EMPLOYEE COSTS. BENCHMARK STUDIES HAVE BEEN PERFORMED WHEN DETERMINING THE COMPENSATION TO BE PAID TO THE SME CEO/EXECUTIVE DIRECTOR AND ALL TOP MANAGEMENT. A THIRD PARTY PERFORMED AN INDEPENDENT ASSESSMENT USING MULTIPLE LOCAL AND NATIONAL SURVEYS. TARGET COMPENSATION IS BASED ON THESE BENCHMARK STUDIES. THE EXECUTIVE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW FOR THE CEO/EXECUTIVE DIRECTOR AGAINST PREVIOUSLY SET OBJECTIVES. THE CEO/EXECUTIVE DIRECTOR CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF ALL TOP MANAGEMENT AGAINST PREVIOUSLY SET OBJECTIVES. MERIT INCREASES ARE AWARDED ANNUALLY BY THE EXECUTIVE COMPENSATION COMMITTEE FOR THE CEO/EXECUTIVE DIRECTOR AND ALL TOP MANAGEMENT, BASED ON PERFORMANCE REVIEWS. EXECUTIVE INCENTIVES ARE AWARDED BASED ON THE EXECUTIVE INCENTIVE PLAN. FORM 990, PART VI, SECTION C, LINE 19 SME-EF MAKES ITS CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. ELECTRONIC AND PRINTED COPIES ARE BOTH AVAILABLE. FORM 990, PART V, LINE 2A: NUMBER OF EMPLOYEES ON FORM W-3 THE NUMBER OF EMPLOYEES REPORTED (9) CORRESPONDS TO DEDICATED SME-EF EMPLOYEES, ALTHOUGH ALL WAGE/W-3 REPORTING IS SOLELY THROUGH SME, THE COMMON PAYMASTER. ALL SME-EF STAFF ARE EMPLOYED BY SME, WHICH ALSO PROVIDES ACCESS TO EMPLOYEE BENEFIT PLANS. SME-EF REIMBURSES SME FOR ITS EMPLOYEE COSTS. FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II: ALLOCATION OF COMPENSATION AMONG ORGANIZATION AND RELATED ORG. THE EXECUTIVE DIRECTOR & CEO AND CFO PROVIDE SERVICES TO BOTH SME-EF AND SOCIETY OF MANUFACTURING ENGINEERS, A RELATED ORGANIZATION WHO ALSO SERVES AS THE COMMON PAYMASTER. ADDITIONALLY, THE VICE PRESIDENT, SME-EF AND EDUCATIONAL PROGRAMS OFFICER PERFORM WORK SOLELY FOR SME-EF, BUT ARE COMPENSATED BY SOCIETY OF MANUFACTURING ENGINEERS. COMPENSATION FOR THE EXECUTIVE DIRECTOR & CEO AND CFO HAS BEEN REPORTED IN PART VII, COLUMN (E) AS PAID BY A RELATED ORGANIZATION, IN ACCORDANCE WITH IRS INSTRUCTIONS. COMPENSATION FOR THE VP, SME EF AND DIRECTOR, EDUCATION PROGRAMS HAS BEEN REPORTED AS PAID BY THE SME-EF, IN ACCORDANCE WITH THE 990 FILING INSTRUCTIONS, SINCE 100% OF THEIR TIME IS SPENT ON THE FILING ORGANIZATION. SOCIETY OF MANUFACTURING ENGINEERS 1000 TOWN CENTER STE 1910 SOUTHFIELD MI 48075 380298770 EDUCATION MI 501(C)(3) LINE 10 N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0