Civic Intelligence

Sae International

990 • Fiscal year 2014 • EIN 25-1494402

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 09, 2015

400 Commonwealth DriveWarrendale, PA 15096

(724) 776-4841

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

73rd percentile

0.59x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.76x

Higher debt load relative to revenue than 66% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

60th percentile

8.9%

Higher net margin than 60% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

65th percentile

$636,120

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

44th percentile

4.5%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

80th percentile

21%

Faster revenue growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Assets

Up

$90,818,318

Up $3,899,462 (+4.5%) from 2013

Net Assets

Down

$37,689,223

Down $4,389,951 (-10%) from 2013

Liabilities

Up

$53,129,095

Up $8,289,413 (+18%) from 2013

Revenue

Up

$69,910,911

Up $12,168,843 (+21%) from 2013

Expenses

Up

$63,717,006

Up $7,145,191 (+13%) from 2013

Net Income

Up

$6,193,905

Up $5,023,652 (+429%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $73,121,628Liabilities 2010: $31,462,219Net Assets 2010: $41,659,4092010Assets 2011: $73,274,066Liabilities 2011: $41,940,751Net Assets 2011: $31,333,3152011Assets 2012: $83,300,306Liabilities 2012: $54,557,306Net Assets 2012: $28,743,0002012Assets 2013: $86,918,856Liabilities 2013: $44,839,682Net Assets 2013: $42,079,1742013Assets 2014: $90,818,318Liabilities 2014: $53,129,095Net Assets 2014: $37,689,2232014Assets 2015: $89,751,125Liabilities 2015: $53,876,117Net Assets 2015: $35,875,0082015Assets 2016: $97,836,398Liabilities 2016: $62,910,451Net Assets 2016: $34,925,9472016Assets 2017: $105,721,174Liabilities 2017: $52,945,197Net Assets 2017: $52,775,9772017Assets 2018: $100,877,784Liabilities 2018: $54,691,576Net Assets 2018: $46,186,2082018Assets 2019: $105,635,987Liabilities 2019: $54,838,050Net Assets 2019: $50,797,9372019Assets 2020: $105,397,806Liabilities 2020: $52,638,099Net Assets 2020: $52,759,7072020Assets 2021: $113,994,097Liabilities 2021: $41,929,064Net Assets 2021: $72,065,0332021Assets 2022: $105,845,396Liabilities 2022: $39,674,351Net Assets 2022: $66,171,0452022Assets 2023: $128,849,287Liabilities 2023: $52,198,304Net Assets 2023: $76,650,9832023Assets 2024: $110,711,690Liabilities 2024: $26,163,331Net Assets 2024: $84,548,3592024

Highlighted filing

2014

Assets$90,818,318
Liabilities$53,129,095
Net Assets$37,689,223

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0Expenses 2010: $44,611,5962010Expenses 2011: $60,453,5802011Expenses 2012: $64,690,5292012Revenue 2013: $57,742,068Expenses 2013: $56,571,815Net Income 2013: $1,170,2532013Revenue 2014: $69,910,911Expenses 2014: $63,717,006Net Income 2014: $6,193,9052014Revenue 2015: $63,971,266Expenses 2015: $59,451,895Net Income 2015: $4,519,3712015Revenue 2016: $69,031,592Expenses 2016: $65,849,819Net Income 2016: $3,181,7732016Revenue 2017: $73,514,097Expenses 2017: $72,372,643Net Income 2017: $1,141,4542017Revenue 2018: $78,457,288Expenses 2018: $76,024,909Net Income 2018: $2,432,3792018Revenue 2019: $81,947,175Expenses 2019: $79,410,071Net Income 2019: $2,537,1042019Revenue 2020: $68,054,861Expenses 2020: $64,357,418Net Income 2020: $3,697,4432020Revenue 2021: $75,961,312Expenses 2021: $68,439,973Net Income 2021: $7,521,3392021Revenue 2022: $82,449,462Expenses 2022: $79,318,979Net Income 2022: $3,130,4832022Revenue 2023: $93,672,894Expenses 2023: $89,728,196Net Income 2023: $3,944,6982023Revenue 2024: $95,057,958Expenses 2024: $90,189,411Net Income 2024: $4,868,5472024

Highlighted filing

2014

Revenue$69,910,911
Expenses$63,717,006
Net Income$6,193,905
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$108,051,438
Mission and Program Overview

Mission

Sae international is a technical society aimed at developing, collecting, and disseminating, on a worldwide basis, the knowledge of mobility technologies in order to advance these fields and their practicioners in a manner which serves humanity.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$47,777,173$49,322,381▲ $1,545,208
Investments Other Securities$11,348,416$12,943,506▲ $1,595,090
Land, Buildings, and Equipment, Net$12,060,942$11,804,417▼ $256,525
Savings and Temporary Cash Investments$6,426,116$4,846,014▼ $1,580,102
Accounts Receivable$2,487,209$2,677,262▲ $190,053
Intangible Assets$2,100,000$2,000,000▼ $100,000
Prepaid Expenses and Deferred Charges$1,455,737$1,678,026▲ $222,289
Inventories for Sale or Use$883,259$1,178,924▲ $295,665
Cash and Non-Interest-Bearing Accounts$660,306$1,161,101▲ $500,795
Pledges and Grants Receivable$18,218$587,368▲ $569,150
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$86,918,856$90,818,318▲ $3,899,462
Other Assets Total$1,701,480$2,619,319▲ $917,839
Liabilities
Other Liabilities$22,971,311$32,718,122▲ $9,746,811
Deferred Revenue$6,917,757$8,640,446▲ $1,722,689
Accounts Payable and Accrued Expenses$8,161,350$8,082,501▼ $78,849
Unsecured Notes Loans Payable$6,789,264$3,688,026▼ $3,101,238
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$44,839,682$53,129,095▲ $8,289,413
Net Assets / Fund Balance
Unrestricted Net Assets$27,666,624$23,058,794▼ $4,607,830
Permanently Rstr Net Assets$7,325,555$7,801,866▲ $476,311
Temporarily Rstr Net Assets$7,086,995$6,828,563▼ $258,432
Total Net Assets Fund Balance$42,079,174$37,689,223▼ $4,389,951
Total Liabilities and Net Assets / Fund Balance$86,918,856$90,818,318▲ $3,899,462

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,325,017$13,185,004$19,510,021
Equipment$3,613,290$15,124,273$18,737,563
Land$1,866,110-$1,866,110
Leasehold Improvements-$136,445$136,445
Other Securities$1,500,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,103,983-▲ $48,141-$1,152,124
2013$1,048,098$2,500▲ $101,892$48,507$1,103,983
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David L Schutt PhdCEOFT$450,000$77,681$527,681
Gary S SchkadeMgr., Asia-Pacific BFT$161,967$312,051$474,018
Thomas J DrozdaDirector, Pubs and BFT$238,163$35,470$273,633
Gregory L Bradley EsqSecretaryFT$228,490$21,562$250,052
Andrew SmartDirector, Society and IndustryFT$215,098$25,516$240,614
Scott R SwardDir, Sales, Mktg, GlFT$194,872$23,773$218,645
Dana M PlessCFOFT$181,858$19,337$201,195
William CarielloManager, Web Strategy OperatioFT$136,454$21,494$157,948
Kevin JostEditorial DirectorFT$146,773$9,732$156,505
Jack PokrzywaBUL - Ground VehicleFT$145,472$9,728$155,200
David PorrecaManager, Strategic PartnershipFT$148,676$2,573$151,249
Daniel M HancockPresidentPT$20,174-$20,174

Board Members and Trustees

NameTitle
Alba L ColonDirector
Arun Kumar JauraDirector
Charon MorganDirector
Christopher MyersDirector
Daniel BaschDirector
Jay MeldrumDirector
Louis KratzDirector
Patrick LeteinturierDirector
Paul BrothersDirector
Richard Greaves PhdDirector
Srinivasa R SRINATH PHDDirector
Yoshio KawakamiDirector
David J Gorsich PhdFormer Director
Robert L IrelandAssistant Treasurer
Ronald G RathTreasurer
Gregory E SaundersVP Aerospace
Jeff HemphillVP Automotive
Thomas StoverVP Commerical Vechicle

Highest Paid Contractors

ContractorServicesLocationCompensation
Sigma Resources LLCIt Consulting7950 SALTSBURG RD STE 200, Pittsburgh, PA 15239$2,456,324
Hypermedia Solutions LLCBranding Consul233 PARK AVE SOUTH 2ND FLOOR, New York, NY 10003$1,076,081
Precision Electrical ContractorsGeneral Contrac2403 SIDNEY ST STE 125, Pittsburgh, PA 15203$468,959
Performance Review InstituteTechnical Consu161 THORN HILL ROAD, Warrendale, PA 15086$413,442
Ricoh USA INCCopying & MailiPO BOX 534777, Atlanta, GA 30353-4777$343,097
Revenue and Support

Revenue Composition

Contributions and Grants
$7,991,734
Program Service Revenue
$42,569,485
Investment Income
$2,628,406
Other Revenue
$16,721,286
All Other Contributions
$2,675,697
Change in Net Assets
$6,193,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,687,655
Salaries, Compensation, and Employee Benefits$29,849,101
Grants and Similar Amounts Paid$180,250
Total Fundraising Expense$47,889
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$15,314,355$1,809,570$30,625$17,154,550
Fees for Services Other$5,556,367$3,907,729-$9,464,096
Other Employee Benefits$4,742,872$1,521,995$3,538$6,268,405
Conferences and Meetings$5,686,584-$2,102$5,688,686
Office Expenses$3,431,960$442,723$216$3,874,899
Pension Plan Contributions$2,790,584$645,344$5,580$3,441,508
Information Technology$2,597,599$38,012-$2,635,611
Travel$2,037,719$402,364$2,517$2,442,600
Depreciation Depletion$1,754,778$576,096-$2,330,874
Occupancy$2,005,858$3,379-$2,009,237
Current Officers, Directors, Trustees, and Key Employees-$1,731,994-$1,731,994
Payroll Taxes$987,359$263,311$1,974$1,252,644
Royalties$977,570--$977,570
Advertising$527,645--$527,645
Other Expenses$88,259$434,668$1,337$434,668
Insurance$103,199$240,799-$343,998
Fees for Services Legal$68,485$256,005-$324,490
Grants to Domestic Orgs$135,850--$135,850
Fees for Services Accounting$69,577$57,048-$126,625
Interest-$80,151-$80,151
Foreign Grants$31,100--$31,100
Payments to Affiliates$17,388--$17,388
Grants to Domestic Individuals$13,300--$13,300
All Other Expenses$-1,817,492$106,849-$-1,710,643
Total Functional Expenses$49,821,061$13,848,056$47,889$63,717,006
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oregon State UniversityCorvallis, OR501(c)(3)Awards & Scholarships$10,250
Regents of the University of MichiganAnn Arbor, MI501(c)(3)Awards & Scholarships$5,750
Kettering UniversityFlint, MI501(c)(3)Awards & Scholarships$5,500
University of MichiganAnn Arbor, MI501(c)(3)Awards & Scholarships$5,500

International Summary

Offices
2
Employees
12
Spending
$2,371,272

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland and Greenland)Program ServicesEducational Seminars--$1,631,396
East Asia and the PacificProgram ServicesEducational Seminars14$616,976
North AmericaProgram ServicesEducational Seminars18$81,909
South AsiaProgram ServicesEducational Seminars--$25,777
Middle East and North AfricaProgram ServicesEducational Seminars--$15,214
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$100,108
Fundraising Gross Income$98,200
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Banquet$383,200$98,200$55,035$43,165
Total Events$383,200$98,200$100,108$-1,908
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Pension Costs$32,527,831
Scholarship Commitment$100,000
Other Liabilities$90,291
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Sae outsources the management of its information technology business unit to sigma resources, llc.

Form 990, Part VI, Section A, Line 6

Sae has the following grades of membership: honorary, fellow, member, affiliate, joint and student. Only members in the following grades are entitled to vote on each matter submitted to a vote of the membership: honorary, fellow, and member.

Form 990, Part VI, Section A, Line 7A

Directors are nominated by the executive nominating committee, and elected by the voting members.

Form 990, Part VI, Section B, Line 11

The return will be initially reviewed by the sae controller and chief financial officer. The return will then be posted to the board discussion forum. Each board member will be asked to electronically acknowledge that they have reviewed the return. Questions by board members can be posted to the forum during the review process.

Form 990, Part VI, Section B, Line 12C

Sae enforces a conflict of interest policy in order to prevent the personal or financial interests of sae board members or committee members from interfering with the performance of their fiduciary duties to sae. Members are required to sign a conflict of interest policy statement disclosing all material business, financial and organizational interests and affiliations they or persons close to them have which could be construed as related to the interest of sae. Disclosure shall also be made if a material conflict of interest arises in the course of the member's service to sae, whether arising out of the member's employment, consulting, investments, or any other activity. If at any time a conflict of interest exists, the member will either be asked to remove themselves from participating in the deliberations and/or voting on the matter presenting the conflict or in some instances, if it would become necessary, the member would be asked to submit their resignation.

Form 990, Part VI, Section B, Line 15

Sae international used a documented process for determining the executive management's compensation which included the ceo position's compensation. This included a written performance appraisal completed by all members of the sae compensation committee as well as input from the ceo. Comparable data was introduced by a third party compensation consulting organization to ensure market pricing. All decisions as a result of the evaluation process were documented in the january 2014 compensation committee meeting minutes. The process was last undertaken in 2014.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Sae International
EIN
25-1494402
In Care Of
% DANA PLESS
Phone
7247764841
Address
400 COMMONWEALTH DRIVE, WARRENDALE, PA 15096

Signing Officer

Name
David L Schutt
Title
CFO
Phone
7247764841
Signed
2015-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David L Schutt
Formed
1905
Legal Domicile
Pa
Voting Board Members
19
Independent Board Members
18
Employees
261
Volunteers
50,811

Preparer

Firm
Bdo USA Llp
Address
339 SIXTH AVE 8TH FL, PITTSBURGH, PA 15222
Preparer
Rebekuh a Eley
Phone
4122812501
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

Sae is a technical society aimed at developing, collecting, and disseminating, on a worldwide basis, the knowledge of mobility technologies in order to advance these fields and their practicioners in a manner which serves humanity.

Form 990, Part III, Line 4D

Sae foundation- administration of restricted funds donated for the purpose of recognizing significant contributions to mobility technology and promoting engineering and science education from kindergarten through graduate school.

Form 990, Part IX, Line 11G

$9,464,096 of other expenses reported relates to consultants and subcontractor fees incurred during the tax year.

Form 990, Part XI, Line 9

Change in pension obligation: 10,295,134

Schedule R, Part I, Line 1B

The purpose of sae global, llc is to engage in activities that further the purpose of sae as an exempt organization in areas of the world other than the united states.

Schedule R, Part II, Line 1B

The purpose of performance review institute is to foster, advance and promote the interests of those regulated manufacturing and maintenance industries most likely to benefit from a collective, globalized approach to quality management and process standardization; to compile and review performance standards; to promote and administer quality assurance, accreditation and certification programs for the benefit of the general public. Industry and government; and to contribute funds, property and service to nonprofit organizations that develop and publish standards for maintaining and improving quality and performance.

Schedule R, Part II, Line 2B

The mission of sae industry technologies consortia is to provide an efficient and legal framework for automotive, aerospace, or commercial vehicle companies and organizations to create solutions to technical and business problems.

Financial Statement Notes

Part X, Line 2

Accounting principles generally accepted in the united states of america require the organization's management to evaluate tax positions taken by the organization and recognize a tax liability (or asset) if the organization has taken a position that is uncertain. An uncertain position is defined as one in which there is a 50% or greater likelihood that the position will not be sustained upon examination by a taxing authority. Management has analyzed the tax positions taken by the organization and has concluded that, as of december 31, 2014, there are no uncertain tax positions taken or expected to be taken. The organization has recognized no interest or penalties related to uncertain tax positions. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes the organization is no longer subject to income tax examinations for years prior to 2011.

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$111$26.2$84.5$95.1$90.2$4.87
2023Detailed filing. Detailed filing data is available for this year.$129$52.2$76.7$93.7$89.7$3.94
2022Detailed filing. Detailed filing data is available for this year.$106$39.7$66.2$82.4$79.3$3.13
2021Detailed filing. Detailed filing data is available for this year.$114$41.9$72.1$76.0$68.4$7.52
2020Detailed filing. Detailed filing data is available for this year.$105$52.6$52.8$68.1$64.4$3.70
2019Detailed filing. Detailed filing data is available for this year.$106$54.8$50.8$81.9$79.4$2.54
2018Detailed filing. Detailed filing data is available for this year.$101$54.7$46.2$78.5$76.0$2.43
2017Detailed filing. Detailed filing data is available for this year.$106$52.9$52.8$73.5$72.4$1.14
2016Detailed filing. Detailed filing data is available for this year.$97.8$62.9$34.9$69.0$65.8$3.18
2015Detailed filing. Detailed filing data is available for this year.$89.8$53.9$35.9$64.0$59.5$4.52
2014Detailed filing. Detailed filing data is available for this year.$90.8$53.1$37.7$69.9$63.7$6.19
2013Detailed filing. Detailed filing data is available for this year.$86.9$44.8$42.1$57.7$56.6$1.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.3$54.6$28.7$64.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.3$41.9$31.3$60.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.1$31.5$41.7$44.6
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $100M-$250M nonprofits