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Nonprofiteer
← SAFETY EQUIPMENT INSTITUTE

Form 990 for tax year 2023

Filed by SAFETY EQUIPMENT INSTITUTE.

Totals

Total revenue
$4,185,992
Total expenses
$4,012,920
Contributions and grants received
$0
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$3,829,630
Management and general expenses
$183,290
Fundraising expenses
$0
Program service expenses (Part III)
$3,829,630

Program services were 95.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KAREN LEHTONEN

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    1

  • IRVING SCHER PHD PE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK J MORRISON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRADLEY M SANT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFERY W VINCOLI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HEIDI TURLEY

    TREASURER (ASTM: VP FINANCE & ADMIN)

    Total calculated
    $433,678
    From this org
    $0
    From related orgs
    $339,858
    Other
    $93,820
    Hours/week
    2.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,047 related
    Bonus
    $0 + $32,721 related
    Other
    $0 + $2,090 related
    Deferred
    $0 + $53,981 related
    Nontaxable benefits
    $0 + $39,839 related
    Filer's total
    $0 + $433,678 related

  • TIMOTHY BROOKE

    PRESIDENT (ASTM: VP LAB SVCS & CERT)

    Total calculated
    $562,613
    From this org
    $0
    From related orgs
    $342,264
    Other
    $220,349
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $307,363 related
    Bonus
    $0 + $32,964 related
    Other
    $0 + $1,937 related
    Deferred
    $0 + $180,510 related
    Nontaxable benefits
    $0 + $39,839 related
    Filer's total
    $0 + $562,613 related

  • STEPHEN SANDERS

    TECHNICAL DIRECTOR

    Total calculated
    $223,855
    From this org
    $0
    From related orgs
    $172,774
    Other
    $51,081
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $159,430 related
    Bonus
    $0 + $11,957 related
    Other
    $0 + $1,387 related
    Deferred
    $0 + $50,073 related
    Nontaxable benefits
    $0 + $1,008 related
    Filer's total
    $0 + $223,855 related

  • WILLIAM FITHIAN

    TECHNICAL DIRECTOR

    Total calculated
    $211,258
    From this org
    $0
    From related orgs
    $134,428
    Other
    $76,830
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $123,102 related
    Bonus
    $0 + $9,679 related
    Other
    $0 + $1,647 related
    Deferred
    $0 + $51,301 related
    Nontaxable benefits
    $0 + $25,529 related
    Filer's total
    $0 + $211,258 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE FILING ORGANIZATION DOES NOT COMPENSATE THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR (REFERRED TO AS PRESIDENT; ADDITIONALLY A VP AT ASTM); SUCH INDIVIDUAL IS COMPENSATED BY A RELATED ORGANIZATION. THE PROCESS TO ESTABLISH THE COMPENSATION OF THE FILING ORGANIZATION'S PRESIDENT, BY THE RELATED ORGANIZATION FOR HIS STAFF POSITION, USES THE FOLLOWING METHODS: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE COMPENSATION COMMITTEE.
PART I, LINE 4B
SEI DOES NOT HAVE ANY EMPLOYEES; CERTAIN INDIVIDUALS LISTED IN FORM 990, PART VII PARTICIPATE IN A RELATED ORGANIZATION'S SPLIT DOLLAR ARRANGEMENT.
SCHEDULE J, PART I, LINE 7:
NON-FIXED PAYMENTS SEI DOES NOT HAVE PAID EMPLOYEES. THE RELATED ORGANIZATION, ASTM, PROVIDES THE OPPORTUNITY FOR CERTAIN NON-FIXED PAYMENTS TO EMPLOYEES, DESCRIBED AS FOLLOWS. THE EXECUTIVE COMMITTEE OF THE BOARD MAY SET CERTAIN ANNUAL NON-FINANCIAL GOALS FOR ASTM. IF THOSE GOALS ARE MET, THEN AN INCENTIVE IS PAID. NO INCENTIVE OR OTHER NON-FIXED PAYMENTS ARE CONTINGENT UPON THE FINANCIAL PERFORMANCE OF ASTM.
SCHEDULE J, PART II, COL (B):
ALL SEI EMPLOYEES ARE EMPLOYEES OF ASTM AND ARE ASSIGNED TO PERFORM THE OPERATIONS OF SEI.
SCHEDULE J, PART II, COL (B), LINE (1):
TIMOTHY BROOKE'S AND HEIDI TURLEY'S REPORTABLE COMPENSATION IN COL (E) ARE THEIR ENTIRE COMPENSATION EARNED DURING 2023, INCLUDING TIME AS VICE-PRESIDENT OF LABORATORY SERVICES AND VICE-PRESIDENT OF FINANCE AND ADMIN, RESPECTIVELY, FOR ASTM. THEIR 2023 COMPENSATION INCLUDES WORK PERFORMED FOR BOTH ASTM AND SEI DURING 2023.
SCHEDULE J, PART II, COL (C):
THE FORM 990 REQUIRES REPORTING AS DEFERRED COMPENSATION THE ANNUAL INCREASE OR DECREASE IN ACTUARIAL VALUE, IF ANY, OF A DEFINED BENEFIT PLAN. THE TAX YEAR 2023 DECREASE IS REFLECTED IN COLUMN C. ALSO INCLUDED IN PART II, COLUMN C, IS EMPLOYER CONTRIBUTIONS TO THE DEFINED CONTRIBUTION (403(B)) PLAN.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202433179349309083

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