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Nonprofiteer
← SOCIETY OF MANUFACTURING ENGINEERS

Form 990 for tax year 2024

Filed by SOCIETY OF MANUFACTURING ENGINEERS.

Totals

Total revenue
$65,762,279
Total expenses
$74,245,701
Contributions and grants received
$268,279
Grants paid
$1,965,778
Program service revenue
$58,048,951
Investment income
$6,068,507
Other revenue
$1,376,542
Total assets, end of year
$80,866,635
Total liabilities, end of year
$37,368,912
Net assets or fund balances, end of year
$43,497,723
Program services expenses (Part IX)
$53,177,057
Management and general expenses
$21,068,644
Fundraising expenses
$0
Program service expenses (Part III)
$53,177,057

Program services were 71.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $268,279

  • 2a · Program service revenue: EXPOSITIONS AND CONFERENCES

    total $41,099,939 · related or exempt $1,877,010 · excluded $39,222,929

  • 2b · Program service revenue: TRAINING AND DEVELOPMENT

    total $13,655,768 · related or exempt $13,284,226 · unrelated business $371,542

  • 2c · Program service revenue: PUBLICATIONS/ADVERTISING

    total $2,526,028 · related or exempt $361,133 · unrelated business $2,164,895

  • 2d · Program service revenue: MEMBERSHIPS

    total $767,216 · related or exempt $767,216

  • 3 · Investment income

    total $1,174,758 · excluded $1,174,758

  • 5 · Royalties

    total $1,283,206 · related or exempt $1,104,935 · unrelated business $178,271

  • 7a · Gross sales of assets other than inventory

    securities $16,611,679

  • 7b · Less cost or other basis and sales expenses

    securities $11,717,930

  • 7c · Gain or loss

    securities $4,893,749

  • 7d · Net gain or loss

    total $4,893,749 · excluded $4,893,749

  • 10a · Gross sales of inventory

    $130,814

  • 10b · Cost of goods sold

    $37,478

  • 10c · Net income from sales of inventory

    total $93,336 · related or exempt $93,336

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,962,353 · program services $1,962,353

  • 3 · Grants to foreign organizations and individuals

    total $3,425 · program services $3,425

  • 5 · Compensation of officers, directors and key employees

    total $2,917,203 · program services $1,458,553 · management and general $1,458,650

  • 7 · Other salaries and wages

    total $20,363,455 · program services $12,040,220 · management and general $8,323,235

  • 8 · Pension plan contributions

    total $23,426 · program services $23,426

  • 9 · Other employee benefits

    total $3,090,945 · program services $1,878,418 · management and general $1,212,527

  • 10 · Payroll taxes

    total $1,735,483 · program services $1,039,110 · management and general $696,373

  • 11b · Fees: legal

    total $424,577 · program services $159,022 · management and general $265,555

  • 11c · Fees: accounting

    total $148,788 · program services $36,271 · management and general $112,517

  • 11f · Fees: investment management

    total $115,439 · management and general $115,439

  • 11g · Fees: other

    total $5,656,039 · program services $3,152,540 · management and general $2,503,499

  • 12 · Advertising and promotion

    total $1,826,721 · management and general $1,826,721

  • 13 · Office expenses

    total $5,128,249 · program services $3,969,462 · management and general $1,158,787

  • 14 · Information technology

    total $1,400,040 · program services $501,727 · management and general $898,313

  • 15 · Royalties

    total $137,651 · program services $137,651

  • 16 · Occupancy

    total $1,765,594 · program services $1,720,806 · management and general $44,788

  • 17 · Travel

    total $2,324,004 · program services $1,757,725 · management and general $566,279

  • 19 · Conferences, conventions and meetings

    total $21,755,969 · program services $20,389,214 · management and general $1,366,755

  • 22 · Depreciation, depletion and amortization

    total $2,541,941 · program services $2,223,800 · management and general $318,141

  • 23 · Insurance

    total $362,824 · program services $238,641 · management and general $124,183

  • 24a · Other expenses: PRINTING AND PUBLISHING

    total $441,368 · program services $386,984 · management and general $54,384

  • 24b · Other expenses: BAD DEBT

    total $97,709 · program services $97,709

  • 24c · Other expenses: TAXES (FEDERAL AND STAT

    total $22,498 · management and general $22,498

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,055,903 · end of year $2,602,613

  • 4 · Accounts receivable

    beginning of year $6,072,171 · end of year $5,324,767

  • 8 · Inventories for sale or use

    beginning of year $41,011 · end of year $46,544

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,571,070 · end of year $3,997,579

  • 10a · Land, buildings and equipment: cost or other basis

    $27,396,898

  • 10b · Land, buildings and equipment: accumulated depreciation

    $20,922,790

  • 10c · Land, buildings and equipment, net

    beginning of year $6,273,748 · end of year $6,474,108

  • 11 · Investments: publicly traded securities

    beginning of year $56,482,364 · end of year $59,387,914

  • 14 · Intangible assets

    beginning of year $601,410 · end of year $504,425

  • 15 · Other assets

    beginning of year $3,078,709 · end of year $2,528,685

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,244,988 · end of year $8,119,055

  • 19 · Deferred revenue

    beginning of year $9,221,973 · end of year $13,134,507

  • 24 · Unsecured notes and loans payable

    beginning of year $5,500,000 · end of year $13,250,000

  • 25 · Other liabilities

    beginning of year $5,978,942 · end of year $2,865,350

  • 27 · Net assets without donor restrictions

    beginning of year $49,230,483 · end of year $43,497,723

Mission and programs · 2024

Mission

SME'S MISSION IS TO PROMOTE MANUFACTURING TECHNOLOGY AND DEVELOP A SKILLED WORKFORCE. SME'S VISION IS AN INSPIRED, EDUCATED AND PROSPEROUS MANUFACTURING COMMUNITY. SME'S PURPOSE IS TO ADVANCE MANUFACTURING AND ATTRACT GENERATIONS.

Activities or mission (Part I)

PROMOTE MANUFACTURING TECHNOLOGY, DEVELOP A SKILLED WORKFORCE, COLLABORATE, AGGREGATE AND DISSEMINATE TECHNICAL KNOWLEDGE & EXPERTISE, AND BECOME A LEADER IN MANUFACTURING.

  • EXPOSITIONS AND CONFERENCES - EXPOSITIONS PROVIDE OPPORTUNITIES FOR MANUFACTURING PROFESSIONALS TO EXPAND THEIR KNOWLEDGE BY WITNESSING THE LATEST TECHNOLOGY AND PRODUCTION METHODS IN ACTION, NETWORKING WITH INDUSTRY EXPERTS AND LEARNING ABOUT EMERGING TECHNOLOGIES AND INDUSTRIES. IN ADDITION TO CONFERENCES, FREE/COMPLIMENTARY EDUCATION IS CONDUCTED WITHIN THE EXHIBIT HALL. STUDENT PROGRAMS AT EVENTS INTRODUCE YOUNG PEOPLE TO CAREERS IN MANUFACTURING AND EDUCATE THEM ON TECHNOLOGY AND OPPORTUNITIES AVAILABLE. MANUFACTURERS FROM AROUND THE WORLD COME TO FIND SOLUTIONS THAT IMPROVE PROCESSES, INCREASE QUALITY AND EXPLORE NEW TECHNOLOGIES. THE TOTAL ATTENDANCE AT SOCIETY OF MANUFACTURING ENGINEERS ("SME") EXPOSITIONS AND CONFERENCES IN 2024 WAS 62,888.

    Expenses $30,474,666 · Revenue $3,436,414

  • TRAINING AND DEVELOPMENT - TOOLING U-SME DELIVERS VERSATILE, COMPETENCY-BASED LEARNING AND DEVELOPMENT SOLUTIONS TO THE MANUFACTURING COMMUNITY THROUGH A VARIETY OF LEARNING OPTIONS INCLUDING ONLINE TRAINING, INSTRUCTOR-LED TRAINING, CERTIFICATIONS, BOOK AND VIDEOS. TOOLING U-SME PARTNERS WITH CUSTOMERS TO BUILD HIGH PERFORMERS WHO HELP THEIR COMPANIES DRIVE QUALITY, PROFITABILITY, PRODUCTIVITY, INNOVATION AND EMPLOYEE SATISFACTION. WORKING DIRECTLY WITH HUNDREDS OF HIGH SCHOOLS, COMMUNITY COLLEGES AND UNIVERSITIES, TOOLING U-SME IS ABLE TO HELP PREPARE THE NEXT GENERATION WORKFORCE BY PROVIDING INDUSTRY-DRIVEN CURRICULUM.

    Expenses $15,525,713 · Grants $95 · Revenue $13,284,226

  • PUBLICATIONS - SME INCORPORATES EDUCATION & TRAINING INTO EVERYTHING WE DO. SME MEDIA'S EDITORIAL CONTENT CALENDAR SCHEDULES A THEME FOR EACH MONTH WHICH IS SELECTED TO ENHANCE THE KNOWLEDGE IN A PARTICULAR ENGINEERING DISCIPLINE. THE SCHEDULE OF MONTHLY THEMES CORRELATES WITH THE APPROPRIATE UPCOMING CONFERENCES OR TRADE SHOWS TO ROUND OUT THE EDUCATIONAL EXPERIENCE. FOR EACH THEME, THE EDITOR AND STAFF OF SME MEDIA INTERVIEWS ORGANIZATIONS WITH PRODUCTS, SERVICES & NEW TECHNOLOGIES THAT HELP ADVANCE THE FEATURED ENGINEERING DISCIPLINE. MANY OF THESE ORGANIZATIONS WILL BE INCLUDED IN THE EDITORIAL CONTENT OF THE MAGAZINES AND DIGITAL PRODUCTS, WHILE OTHERS ARE INVITED TO PLACE AN ADVERTISEMENT MEETING CERTAIN SPECIFICATIONS DESIGNED TO ENHANCE THE EDUCATIONAL EXPERIENCE OF THE AUDIENCE WITH RESPECT TO THE FEATURED EDITORIAL CONTENT. THE SME MEDIA CONTENT IS OFTEN LINKED TO THE CONFERENCE OR TRADE SHOW THEME TO ADVANCE PROMOTE THE EVENT AND CORRESPONDING TOPIC. SME MEDIA PROVIDES TIMELY INFORMATION ABOUT EMERGING TECHNOLOGIES AND INDUSTRIES THROUGH ITS EDUCATIONAL CONTENT AND ADVERTISEMENTS. THE MAGAZINES AND DIGITAL PROPERTIES FURTHER SME'S EXEMPT PURPOSE BY PROVIDING EDUCATION IN SUPPORT OF SME'S EXPOSITIONS AND OTHER EDUCATIONAL EVENTS. THE TOTAL PRINT AND DIGITAL AUDIENCE FOR SME MEDIA IN 2024 WAS 861,405 COPIES. SME MEDIA ALSO PROVIDES A WEEKLY E-NEWSLETTER WHICH FOCUSES ON OUR FOUR CORE DISCIPLINES: AEROSPACE & DEFENSE, ENERGY, MEDICAL AND MOTORIZED VEHICLES. THE CONTENT IS DELIVERED THROUGH A FULLY INTEGRATED MEDIA PORTFOLIO, WHICH MAKES INFORMATION AVAILABLE IN PRINT, ONLINE, EMAIL, MOBILE APPS, SOCIAL MEDIA AND WEBINARS. IN ADDITION, SME PUBLISHES THREE SCHOLARLY, PEER-REVIEWED JOURNALS ON MANUFACTURING LETTERS, MANUFACTURING PROCESSES AND MANUFACTURING SYSTEMS.

    Expenses $3,531,589 · Revenue $767,216

  • MEMBERSHIP PROGRAMS - SME'S 12,890 MEMBERS ENGAGE WITH SME TO INSPIRE, PREPARE AND SUPPORT THE ADVANCEMENT OF MANUFACTURING. THIS ENGAGEMENT INCLUDES ONLINE, LOCAL AND NATIONAL NETWORKING; EVENT ATTENDANCE; CAREER DEVELOPMENT; VOLUNTEER LEADERSHIP; PUBLICATIONS; AND EDUCATIONAL PROGRAMMING. IN 2024, WE CONTINUED TO PROVIDE MEMBERS WITH EXCLUSIVE ACCESS TO BENEFITS AND FEATURES, WHILE CREATING A DIVERSIFIED MEMBER PROFILE; ADDRESSING THE GROWING MANUFACTURING SKILLS GAP; IMPROVING COMPONENT SUPPORT; ENHANCING ONLINE COMMUNITIES; AND INCREASING THE SCOPE OF OUR MEMBERSHIP THROUGH CORPORATE AND INDIVIDUAL MEMBER SEGMENTS.

    Expenses $1,739,646 · Grants $60,240

  • ENGINEERING EDUCATION GRANTS - THROUGH ITS GRANTS TO ITS SUBSIDIARY, THE SME EDUCATION FOUNDATION, AND OTHER GRANTS TO ITS CHAPTERS, SME INSPIRES YOUTH TO PURSUE CAREERS IN MANUFACTURING, SUPPORTS STUDENTS STUDYING FOR A CAREER IN AN ENGINEERING OR ENGINEERING RELATED FIELD THROUGH ITS PRIME (PARTNERSHIP RESPONSE IN MANUFACTURING EDUCATION PROGRAMS AND COLLEGE SCHOLARSHIPS.

    Expenses $1,905,443 · Grants $1,905,443

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Winston F Erevelles

    PRESIDENT

    Total calculated
    $0
    Hours/week
    20

  • Vincent W Howell

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    10

  • Rebecca R Taylor

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Jeffrey A Abell

    TREASURER

    Total calculated
    $0
    Hours/week
    10

  • Marie Kissel

    SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • Bryan G Dods

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Jian Cao

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Jacqueline El-Sayed

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Hitomi Yamaguchi Greenslet

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Brett Peters

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Dean S Phillips

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • John D Russell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • James W Schlusemann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Tony Schmitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Albert J Wavering

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Bryan D Albrecht

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Edye S Buchanan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Robert Willig

    CEO & EXECUTIVE DIRECTOR

    Total calculated
    $755,559
    From this org
    $694,180
    From related orgs
    $0
    Other
    $61,379
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

    Base
    $464,039
    Bonus
    $225,411
    Other
    $4,730
    Deferred
    $30,870
    Nontaxable benefits
    $30,509
    Filer's total
    $755,559

  • Craig Connop

    CHIEF FINANCIAL OFFICER

    Total calculated
    $476,452
    From this org
    $425,564
    From related orgs
    $0
    Other
    $50,888
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

    Base
    $291,113
    Bonus
    $132,074
    Other
    $2,377
    Deferred
    $19,115
    Nontaxable benefits
    $31,773
    Filer's total
    $476,452

  • Stavros Prahalis

    CHIEF OPERATING OFFICER

    Total calculated
    $602,399
    From this org
    $535,228
    From related orgs
    $0
    Other
    $67,171
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $352,035
    Bonus
    $179,585
    Other
    $3,608
    Deferred
    $31,429
    Nontaxable benefits
    $35,742
    Filer's total
    $602,399

  • Jeannine Kunz

    CHIEF WORKFORCE DEVELOPMENT OFFICER

    Total calculated
    $506,205
    From this org
    $428,336
    From related orgs
    $0
    Other
    $77,869
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $283,526
    Bonus
    $143,545
    Other
    $1,265
    Deferred
    $43,399
    Nontaxable benefits
    $34,470
    Filer's total
    $506,205

  • Jake Volcsko

    VP OF ADVANCED MFG MEDIA

    Total calculated
    $269,941
    From this org
    $229,778
    From related orgs
    $0
    Other
    $40,163
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $204,428
    Bonus
    $24,500
    Other
    $850
    Deferred
    $11,954
    Nontaxable benefits
    $28,209
    Filer's total
    $269,941

  • Erica Ciupak

    VP OF IT

    Total calculated
    $330,605
    From this org
    $319,427
    From related orgs
    $0
    Other
    $11,178
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $186,796
    Bonus
    $72,222
    Other
    $60,409
    Deferred
    $10,368
    Nontaxable benefits
    $810
    Filer's total
    $330,605

  • Chad H Schron

    SENIOR DIRECTOR, U-SE

    Total calculated
    $388,179
    From this org
    $335,422
    From related orgs
    $0
    Other
    $52,757
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $243,872
    Bonus
    $90,175
    Other
    $1,375
    Deferred
    $18,564
    Nontaxable benefits
    $34,193
    Filer's total
    $388,179

  • Kathleen Borgula

    VP OF HUMAN RESOURCES

    Total calculated
    $389,827
    From this org
    $341,303
    From related orgs
    $0
    Other
    $48,524
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $231,239
    Bonus
    $109,056
    Other
    $1,008
    Deferred
    $46,406
    Nontaxable benefits
    $2,118
    Filer's total
    $389,827

  • John Catalano

    SENIOR DIRECTOR, FABTECH

    Total calculated
    $340,784
    From this org
    $257,737
    From related orgs
    $0
    Other
    $83,047
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $217,413
    Bonus
    $38,072
    Other
    $2,252
    Deferred
    $53,280
    Nontaxable benefits
    $29,767
    Filer's total
    $340,784

  • John Hindman

    DIRECTOR, LEARNING AND PERFORMANCE

    Total calculated
    $279,408
    From this org
    $259,190
    From related orgs
    $0
    Other
    $20,218
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $243,649
    Bonus
    $15,000
    Other
    $541
    Deferred
    $10,459
    Nontaxable benefits
    $9,759
    Filer's total
    $279,408

  • Brian Hogan

    NATIONAL ACCOUNT MANAGER

    Total calculated
    $238,028
    From this org
    $200,630
    From related orgs
    $0
    Other
    $37,398
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $92,938
    Bonus
    $107,114
    Other
    $578
    Deferred
    $10,015
    Nontaxable benefits
    $27,383
    Filer's total
    $238,028

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
SME PAID BONUSES TO ITS MANAGEMENT. THE BONUSES WERE PARTLY BASED ON THE ACHIEVEMENT OF SPECIFIC PROJECT MANAGEMENT GOALS AND PARTLY UPON THE REVENUES GOALS OF SME. NO PORTION WAS CONTINGENT UPON THE NET EARNINGS OF SME OR ANY RELATED ORGANIZATION.

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

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • TOOLING UNIVERSITY LLC

    EDUCATION · OH · income $0 · assets $13,624,964

    Directly controlled by SME

Provenance

Return type
form_990
Tax year
2024
Filed
15 November 2025
IRS schema version
2024v5.2
Source object
202542969349300529

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