Totals
- Total revenue
- $5,481,887
- Total expenses
- $5,224,303
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $5,467,567
- Investment income
- $14,320
- Other revenue
- $0
- Total assets, end of year
- $4,261,026
- Total liabilities, end of year
- $2,696,868
- Net assets or fund balances, end of year
- $1,564,158
- Program services expenses (Part IX)
- $5,038,103
- Management and general expenses
- $186,200
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $5,038,103
Program services were 96.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BRADLEY M SANT
CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 1
-
KAREN LEHTONEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PATRICK J MORRISON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
IRVING SCHER PHD PE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JEFFERY W VINCOLI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HEIDI K TURLEY
TREASURER (ASTM: VP FINANCE & ADMIN)
- Total calculated
- $393,317
- From this org
- $0
- From related orgs
- $324,943
- Other
- $68,374
- Hours/week
- 2.5 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $292,646 related
- Bonus
- $0 + $31,331 related
- Other
- $0 + $966 related
- Deferred
- $0 + $35,106 related
- Nontaxable benefits
- $0 + $33,268 related
- Filer's total
- $0 + $393,317 related
-
TIMOTHY BROOKE
PRESIDENT (ASTM: VP LAB SVCS & CERT)
- Total calculated
- $254,711
- From this org
- $0
- From related orgs
- $322,294
- Other
- -$67,583
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $290,553 related
- Bonus
- $0 + $31,111 related
- Other
- $0 + $630 related
- Deferred
- $0 + -$100,843 related
- Nontaxable benefits
- $0 + $33,260 related
- Filer's total
- $0 + $254,711 related
-
STEPHEN SANDERS
TECHNICAL DIRECTOR
- Total calculated
- $149,514
- From this org
- $0
- From related orgs
- $166,084
- Other
- -$16,570
- Hours/week
- 40
-
WILLIAM FITHIAN
TECHNICAL DIRECTOR
- Total calculated
- $130,646
- From this org
- $0
- From related orgs
- $130,452
- Other
- $194
- Hours/week
- 40
-
TRICIA HOCK
PROGRAM DEVELOPMENT DIR. (TO 10/22)
- Total calculated
- $92,732
- From this org
- $0
- From related orgs
- $102,987
- Other
- -$10,255
- Hours/week
- 40
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 2022, INCLUDING TIME AS VICE-PRESIDENT OF LABORATORY SERVICES AND VICE-PRESIDENT OF FINANCE AND ADMIN, RESPECTIVELY, FOR ASTM. THEIR 2022 COMPENSATION INCLUDES WORK PERFORMED FOR BOTH ASTM AND SEI DURING 2022.
- 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 2022 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.
-
AMERICAN SOCIETY FOR TESTING AND MATERIALS
501(C)(3) · STANDARDS FOR MATERIALS, PRODUCTS, SYSTEMS AND SERVICES. · PA
-
501(C)(3) · MONITORING CENTER · PA
Directly controlled by ASTM
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313189349318311
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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