2026-08-12T19:24:21-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2024-10-01 742338444 SOCIETY FOR MINING METALLURGY & EXPLORATION (SME) SOCI 3039484277 12999 E ADAM AIRCRAFT CIR ENGLEWOOD CO 801124167 MELISSA RUSSELL EXECUTIVE DIRECTOR 3039484277 2026-08-11 1 1 PAMELA ALEXANDERSON P01218925 5058787200 2026-08-11 2024 2025-03-06 01:10:19Z MELISSA RUSSELL 12999 E ADAM AIRCRAFT CIR ENGLEWOOD CO 801124167 25809286 0 X WWW.SMENET.ORG X 1871 CO BUILDING A BETTER WORLD THROUGH MINING, METALLURGY AND UNDERGROUND CONSTRUCTION. 9 9 59 780 1088153 10 1882781 282613 13516013 13914196 1343576 1951447 1891687 2358180 18634057 18506436 670299 736927 0 0 6139622 6556119 0 0 295391 9832264 10305300 16642185 17598346 1991872 908090 41310190 44186998 6986076 8433647 34324114 35753351 X SOCIETY FOR MINING, METALLURGY AND EXPLORATION (SME) SERVES THE MINING, RESOURCES AND UNDERGROUND CONSTRUCTION COMMUNITIES FOR A SUSTAINABLE FUTURE. 0 0 10526523 12450434 THE MINEXCHANGE 2025 SME ANNUAL CONFERENCE & EXPO AND SMA 127TH NATIONAL WESTERN MINING CONFERENCE TOOK PLACE AT THE COLORADO CONVENTION CENTER IN DENVER, CO ON FEBRUARY 23-25. IN ADDITION, MINEXCHANGE ATTENDEES WERE ALSO ABLE TO ATTEND SESSIONS FOR THE 2025 WORLD GOLD CONFERENCE. THE EXPO FLOOR FEATURED A LARGE WORLD GOLD PAVILLION. MINEXCHANGE INCLUDED 692 PRESENTATIONS, 9 SHORT COURSES, 103 PREPRINTS, 41 WORLD GOLD MANUSCRIPTS, 601 EXHIBITING COMPANIES AND 78 SPONSORS. OVER 7,035 INDIVIDUALS WERE IN ATTENDANCE. THIS INCLUDED 600 STUDENTS, 973 INTERNATIONAL ATTENDEES FROM 46 COUNTRIES. THOSE FROM THE UNITED STATES HAILED FROM ALL 50 U.S. STATES PLUS PUERTO RICO AND THE DISTRICT OF COLUMBIA.THE RAPID EXCAVATION AND TUNNELING CONFERENCE (RETC) WAS HELD JUNE 8-11 AT THE SHERATON DALLAS HOTEL IN DALLAS, TX. DRAWING AN ATTENDANCE OF 1,340 ATTENDEES, THE EVENT FEATURED 172 EXHIBITING COMPANIES AND 27 SPONSORING COMPANIES. THE TECHNICAL PROGRAM FEATURED RICH CONTENT AND NETWORKING OPPORTUNITIES INCLUDING NETWORKING EVENTS SPECIFICALLY FOR WONERS AND WOMEN IN TUNNELING. 1568294 1664619 MEMBERS ARE THE HEART OF SME, CONTRIBUTING TECHNICAL KNOWLEDGE, TALENT AND VOLUNTEER RESOURCES TO HELP THE ORGANIZATION ADVANCE. SME ENDED 2025 WITH OVER 14,000 MEMBERS. INTERNATIONAL MEMBERS MADE UP 27% OF TOTAL MEMBERSHIP. SME HAS 49 LOCAL SECTIONS, INCLUDING 42 IN THE UNITED STATES PLUS 7 INTERNATIONAL SECTIONS. SEVEN NEW STUDENT CHAPTERS WERE FORMED IN 2025, BRINGING THE TOTAL NUMBER OF STUDENT CHAPTERS TO 89. 1893921 180813 DURING 2025 THE MINING ENGINEERING WEBSITE PUBLISHED INDUSTRY NEWS ON A DAILY BASIS AND DELIVERED EACH ISSUE TO MEMBERS ANYWHERE IN THE WORLD AS A PDF AND IN FLIPBOOK FORMATS. CLIENTS ALSO EXPANDED DIGITAL ADVERTISING OPPORTUNITIES THROUGH MINING ENGINEERING ONLINE, THE SME WEBSITE, CLIENT-PROVIDED CONTENT, SME E-NEWS, AND MINING ENGINEERING DIGITAL NEWSLETTER OPTIONS. 1843354 736927 SME PROVIDES EDUCATIONAL SUPPORT IN THE FORM OF SCHOLARSHIPS AND OTHER CONTINUING EDUCATION SUPPORT. 1843354 736927 15832092 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 66 0 1 59 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 CO X MICHELLE HEGARTY 3039484277 12999 E ADAM AIRCRAFT CIR ENGLEWOOD CO 801124167 BILL HANCOCK PRESIDENT 2.00 0.00 X 0 0 0 MARY KORPI PRESIDENT -ELECT 2.00 0.00 X 0 0 0 MARC HERPFER PAST PRESIDENT 2.00 0.00 X 0 0 0 MATT BLATTMAN DIRECTOR 2.00 0.00 X 0 0 0 JAYSON RIPKE DIRECTOR 2.00 0.00 X 0 0 0 COURTNEY YOUNG DIRECTOR 2.00 0.00 X 0 0 0 JUSTIN ANDERSON DIRECTOR 2.00 0.00 X 0 0 0 RAVI RAVISHANKAR DIRECTOR 2.00 0.00 X 0 0 0 MICK ROUTLEDGE DIRECTOR 2.00 0.00 X 0 0 0 DAVID L KANAGY EXECUTIVE DIRECTOR 45.00 10.00 X 617742 0 46173 MELANIE PENOYAR-PEREZ CHIEF OPERATING OFFICER 45.00 5.00 X 236040 0 33685 MICHELLE HEGARTY CHIEF FINANCIAL OFFICER 45.00 5.00 X 48503 0 3055 CORINNE KNASINSKI DIRECTOR OF MEETINGS 40.00 0.00 X 179807 0 44773 KARIN HARRINGTON DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 184969 0 23060 TARA DAVIS DIRECTOR OF PROGRAMMING 40.00 0.00 X 171847 0 32172 SHALEA BUCHEIT HARDISON DIRECTOR OF MARKETING 40.00 0.00 X 150290 0 20846 EMMA SALDITT MANAGER OF PARTNERSHIP DEVELOPMENT 40.00 0.00 X 138934 0 17382 MICHELLE KROEGER CHIEF FINANCIAL OFFICER (THRU MAY 2024) 45.00 5.00 X 101424 0 9690 1829556 0 230836 15 1 1 0 GAYLORD NATIONAL RESORT & CONVENTION CTR 201 WATERFRONT STREET OXON MD 20745 CONFERENCE HOTEL/FOOD & BEVERAGE 1406576 KAPELLA ROOFING LLC 7002 S REVERE PARKWAY UNIT 30 CENTENNIAL CO 80112 ROOF AND HVAC REPLACEMENT 799961 ADVENURA CATERING 100 NORTH THIRD STREET PHOENIX AZ 85004 CONFERENCE CATERING 508283 FREEMAN AUDIO VISUAL PO BOX 734596 DALLAS TX 753734596 CONFERENCE AV COSTS 481724 SHERATON PHOENIX DOWNTOWN PO BOX 402642 ATLANTA GA 303842642 CONFERENCE HOTEL 244461 10 282613 282613 MEETINGS & EXHIBITS 541900 12275109 12275109 MEMBERSHIP DUES 541900 1639087 1639087 13914196 974245 974245 98591 98591 11050 0 11050 11050 11050 8118359 7141157 977202 977202 977202 342506 161693 180813 180813 ADVERTISING 541800 1094096 5943 1088153 INSURANCE PROCEEDS 524298 528204 528204 HOTEL REBATES 900099 175325 175325 270101 19589 250512 2067726 18506436 14295866 1088153 2839804 676927 676927 60000 60000 1198967 1067081 107907 23979 4089753 3655136 358149 76468 196073 175236 17171 3666 688028 614912 60252 12864 383298 342565 33566 7167 37310 37310 53512 53512 96155 96155 464208 426187 24084 13937 202356 184353 13833 4170 923530 891118 22966 9446 406548 274683 126829 5036 10714 10714 236101 168322 64609 3170 487756 409402 63699 14655 4707979 4459145 155893 92941 366829 327846 32124 6859 SECTIONS EXPENSE 1667071 1554258 112813 COMMISSIONS 227106 227106 MEMBERSHIP AND SUBSCRIP 132025 97615 30439 3971 EMPLOYEE RELATIONS AND 98848 72199 23684 2965 187252 137287 35868 14097 17598346 15832092 1470863 295391 1318123 1559872 2583715 4304659 1743953 1670744 1405433 1325907 787819 655144 6981705 3471636 2937856 3510069 29111753 29595839 1421538 1564764 41310190 44186998 2707232 3117843 3658986 4598113 619858 717691 6986076 8433647 X 28300856 29906567 6023258 5846784 34324114 35753351 41310190 44186998 908090 521147 0 X 0 1 X 1 0 X 2309614 1110207 479752 1882781 282613 6064967 4466775 9731715 12573969 14126273 14457559 55356291 8938 8938 6785327 10841922 13053721 16009054 14740172 61430196 200 200 0 200 200 61429996 782246 544326 902579 1140710 1083886 4453747 106312 106312 782246 544326 902579 1140710 1190198 4560059 452874 100504 210035 778716 1542129 7567573 11839122 14056804 17359799 16709086 67532384 0.90960 0.92280 0.06750 0.06450 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 452,874. 2022 AMOUNT: $ 100,504. 2023 AMOUNT: $ 210,035. 2024 AMOUNT: $ 250,512. INSURANCE PROCEEDS - 2024 AMOUNT: $ 528,204. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11538833 23122 808270 516000 66881 218 11787126 10275521 14103 1759794 498500 12046 39 11538833 9807724 55556 930747 505631 12804 71 10275521 12029887 29425 -1694171 557417 9807724 10772728 18665 1695434 456940 12029887 0.60000 0.40000 0.00000 0 0 300000 300000 1455655 542838 912817 2119775 484595 1635180 683187 499131 184056 2423088 1945072 478016 3510069 DEFERRED COMPENSATION LIABILITY 690545 LEASE LIABILITY 27146 717691 X PART V, LINE 4: SME'S ENDOWMENT FUNDS ARE INTENDED TO FURTHER PROFESSIONAL GROWTH IN THE INDUSTRY BY FUNDING SCHOLARSHIPS AND RECOGNIZING PROFESSIONAL EXCELLENCE WITH AWARDS. PART X, LINE 2: THE SOCIETY IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX DURING THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES FROM UNRELATED BUSINESS INCOME. AFTER THEY ARE FILED, THE SOCIETY'S INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES GENERALLY THREE YEARS FOR FEDERAL RETURNS AND FOUR YEARS FOR STATE RETURNS. THE SOCIETY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2025 AND 2024, RESPECTIVELY, AND THERE WERE NO INCOME TAX RELATED PENALTIES OR INTEREST FOR THE PERIOD REPORTED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 20000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES MEMBERSHIP DEVELOPMENT 101767 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 40000 0 0 0 0 0 0 161767 0 161767 SCHOLARSHIPS SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 40 40000 WIRE TRANSFER SCHOLARSHIPS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 22 20000 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: SME GRANTS AWARDS AND SCHOLARSHIPS TO INDIVIDUALS ATTENDING COLLEGES AND UNIVERSITIES OUTSIDE OF THE UNITED STATES. FUNDS ARE MONITORED VIA GRADES AND OTHER FEEDBACK REPORTING FROM EACH SCHOLARSHIP RECIPIENT. FORM 990, SCHEDULE F, PART I, LINE 3(F): METHOD OF ACCOUNTING: ACCRUAL 1 SCHOLARSHIPS 287 676927 PART I, LINE 2: THE ORGANIZATION SELECTS QUALIFYING APPLICANTS PURSUING HIGHER EDUCATION BASED ON THEIR QUALIFICATIONS AND DISBURSES FUNDS DIRECTLY TO THE UNIVERSITY OR COLLEGE (NO CASH CHANGES HANDS). FUNDS ARE MONITORED VIA GRADES AND OTHER FEEDBACK REPORTING FROM EACH SCHOLARSHIP RECIPIENT. X X 1 1 X 0 0 0 0 0 0 0 1 0 DAVID L KANAGY EXECUTIVE DIRECTOR 516173 0 101569 0 0 0 24150 0 22023 0 663915 0 0 0 MELANIE PENOYAR-PEREZ CHIEF OPERATING OFFICER 206640 0 29400 0 0 0 14751 0 18934 0 269725 0 0 0 CORINNE KNASINSKI DIRECTOR OF MEETINGS 159407 0 20400 0 0 0 11955 0 32818 0 224580 0 0 0 KARIN HARRINGTON DIRECTOR OF HUMAN RESOURCES 161869 0 23100 0 0 0 11590 0 11470 0 208029 0 0 0 TARA DAVIS DIRECTOR OF PROGRAMMING 153007 0 18840 0 0 0 11034 0 21138 0 204019 0 0 0 SHALEA BUCHEIT HARDISON DIRECTOR OF MARKETING 133490 0 16800 0 0 0 9531 0 11315 0 171136 0 0 0 EMMA SALDITT MANAGER OF PARTNERSHIP DEVELOPMENT 86699 0 52235 0 0 0 6279 0 11103 0 156316 0 0 0 MICHELLE KROEGER CHIEF FINANCIAL OFFICER (THRU MAY 20 74124 0 27300 0 0 0 5303 0 4387 0 111114 0 0 0 PART I, LINE 1A THE EXECUTIVE DIRECTOR USES FIRST CLASS OR BUSINESS TRAVEL ONLY ON FLIGHTS GREATER THAN EIGHT HOURS, AND HIS SPOUSE ACCOMPANIES HIM ON SELECT TRAVEL AT THE REQUEST OF THE SME PRESIDENT. THESE EXPENSES ARE TREATED AS ORDINARY AND NECESSARY BUSINESS EXPENSES AND ARE THEREFORE NOT INCLUDED IN TAXABLE INCOME. PART I, LINE 7 THE ORGANIZATION MADE NONFIXED PAYMENTS IN THE FORM OF DISCRETIONARY BONUSES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE CLASSES OF MEMBERSHIP: PROFESSIONAL MEMBERS, REGISTERED MEMBERS, AND STUDENT MEMBERS. PROFESSIONAL AND REGISTERED MEMBERS ARE ENTITLED TO VOTE ON THE ELECTION OF DIRECTORS AND THE AMENDMENT OF GOVERNING DOCUMENTS. STUDENT MEMBERS DO NOT HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS MAY BE NOMINATED BY THE BOARD OR BY PETITION OF THE MEMBERS OF SME. IF MORE THAN ONE CANDIDATE IS NOMINATED FOR AN OPEN POSITION, THE INDIVIDUAL RECEIVING THE MOST AFFIRMATIVE VOTES OF MEMBERS IS DEEMED TO BE ELECTED. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS HAVE THE AUTHORITY TO TAKE MATTERS TO A VOTE AT MEETINGS AS DECIDED BY THE MEMBERS. MEMBERS MAY ALSO TAKE ACTION TO AMEND THE GOVERNING DOCUMENTS OF THE SOCIETY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM USING INFORMATION COMPILED AND PROVIDED BY THE ORGANIZATION'S CFO. THE FULL FORM 990 IS REVIEWED BY THE CFO AND THE EXECUTIVE DIRECTOR IN DETAIL. THE REVIEWED FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS RECEIVE A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AS PART OF THEIR BOARD INTRODUCTION PACKET. BOARD MEMBERS ARE ASKED AT THE FEBRUARY ANNUAL MEETING TO PROVIDE ANY CONFLICT OF INTEREST INFORMATION ON A SIGNED FORM. BOARD MEMBERS LACKING INDEPENDENCE ON AN ISSUE WITHDRAW THEMSELVES FROM THE DECISION-MAKING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ONEMINE INC 12999 E ADAM AIRCRAFT CIR ENGLEWOOD CO 80112 261963151 RESEARCH CO 501(C)(3) LINE 10 SOCIETY FOR MINING METALLURGY AND EXPLORATION 1 SME FOUNDATION 12999 E ADAM AIRCRAFT CIR ENGLEWOOD CO 80112 841175450 RESEARCH CO 501(C)(3) LINE 7 SOCIETY FOR MINING METALLURGY AND EXPLORATION 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 SME FOUNDATION O 359909 FMV