Civic Intelligence

Society of Petroleum Engineers Tr

990 • Fiscal year 2019 • EIN 75-1575590

Dec 01, 2018 to Nov 30, 2019 • Filed on Oct 12, 2020

Organization ProfileN/A
222 Palisades Creek DrRichardson, TX 75080-2040

(972) 952-9393

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$11,557,973

Up $343,966 (+3.1%) from 2018

Net Assets

Up

$11,507,286

Up $394,882 (+3.6%) from 2018

Liabilities

Down

$50,687

Down $50,916 (-50%) from 2018

Revenue And Expenses

Revenue

Down

$646,400

Down $306,484 (-32%) from 2018

Expenses

Up

$996,214

Up $162,372 (+19%) from 2018

Net Income

Down

-$349,814

Down $468,856 (-394%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2012: $10,553,047Liabilities 2012: $142,559Net Assets 2012: $10,410,4882012Assets 2013: $11,270,127Liabilities 2013: $150,933Net Assets 2013: $11,119,1942013Assets 2014: $12,000,510Liabilities 2014: $168,451Net Assets 2014: $11,832,0592014Assets 2015: $11,243,390Liabilities 2015: $202,844Net Assets 2015: $11,040,5462015Assets 2016: $10,887,704Liabilities 2016: $66,732Net Assets 2016: $10,820,9722016Assets 2017: $11,623,675Liabilities 2017: $39,823Net Assets 2017: $11,583,8522017Assets 2018: $11,214,007Liabilities 2018: $101,603Net Assets 2018: $11,112,4042018Assets 2019: $11,557,973Liabilities 2019: $50,687Net Assets 2019: $11,507,2862019Assets 2020: $11,468,575Liabilities 2020: $56,420Net Assets 2020: $11,412,1552020Assets 2021: $12,383,266Liabilities 2021: $887,117Net Assets 2021: $11,496,1492021Assets 2022: $10,541,618Liabilities 2022: $854,927Net Assets 2022: $9,686,6912022Assets 2023: $10,206,766Liabilities 2023: $910,498Net Assets 2023: $9,296,2682023Assets 2024: $11,322,862Liabilities 2024: $1,130,070Net Assets 2024: $10,192,7922024

Highlighted filing

2019

Assets$11,557,973
Liabilities$50,687
Net Assets$11,507,286
Open 2019 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $1,039,367Expenses 2012: $667,905Net Income 2012: $371,4622012Revenue 2013: $1,612,442Expenses 2013: $679,769Net Income 2013: $932,6732013Revenue 2014: $893,193Expenses 2014: $693,655Net Income 2014: $199,5382014Revenue 2015: $802,190Expenses 2015: $1,121,863Net Income 2015: -$319,6732015Revenue 2016: $652,884Expenses 2016: $859,863Net Income 2016: -$206,9792016Revenue 2017: $755,223Expenses 2017: $918,812Net Income 2017: -$163,5892017Revenue 2018: $952,884Expenses 2018: $833,842Net Income 2018: $119,0422018Revenue 2019: $646,400Expenses 2019: $996,214Net Income 2019: -$349,8142019Revenue 2020: $902,905Expenses 2020: $1,354,182Net Income 2020: -$451,2772020Revenue 2021: $634,754Expenses 2021: $1,079,005Net Income 2021: -$444,2512021Revenue 2022: $535,963Expenses 2022: $908,360Net Income 2022: -$372,3972022Revenue 2023: $719,076Expenses 2023: $1,083,862Net Income 2023: -$364,7862023Revenue 2024: $660,300Expenses 2024: $606,620Net Income 2024: $53,6802024

Highlighted filing

2019

Revenue$646,400
Expenses$996,214
Net Income-$349,814
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Oct 12, 2020
Return Version
2018v3.2
Gross Receipts
$1,748,311
Mission and Program Overview

Mission

Support the member programs of the society of petroleum engineers and provide scholarships to students pursuing an education in petroleum engineering.

To help support member programs of the society of petroleum engineers and student scholarships for students pursuing an education in petroleum engineering.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,123,866$10,640,658▲ $516,792
Investments Other Securities$538,428$557,042▲ $18,614
Cash and Non-Interest-Bearing Accounts$525,048$337,417▼ $187,631
Pledges and Grants Receivable$26,665$22,856▼ $3,809
Total Assets$11,214,007$11,557,973▲ $343,966
Liabilities
Accounts Payable and Accrued Expenses$101,603$50,687▼ $50,916
Total Liabilities$101,603$50,687▼ $50,916
Net Assets / Fund Balance
Unrestricted Net Assets$9,284,969$9,537,299▲ $252,330
Temporarily Rstr Net Assets$947,851$1,089,403▲ $141,552
Permanently Rstr Net Assets$879,584$880,584▲ $1,000
Total Net Assets Fund Balance$11,112,404$11,507,286▲ $394,882
Total Liabilities and Net Assets / Fund Balance$11,214,007$11,557,973▲ $343,966

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$10,588,465$1,250▲ $1,132,864-$10,624,262
2017$10,833,163$252,500▼ $83,144-$10,588,465
2016$9,096,629$73,756▲ $992,316-$10,121,772
2015$8,913,981$78,660▲ $132,031-$9,096,629
2014$8,872,043$64,227▼ $11,289-$8,913,981
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mr Darcy Spady2018 Spe President
Mr Sami Alnuaim2019 Spe President
Dr Kate BakerPast-president
Dr William M CobbPresident
Dr Nathan MeehanVice-president
Ms Janeen JudahVice-president
Dr Behrooz FattahiTrustee
Dr E a BreitenbachTrustee
Dr Egbert ImomohTrustee
Dr Eve S SpruntTrustee
Dr Jaleel Al-khalifaTrustee
Dr Jeffrey B SpathTrustee
Dr Leo RoodhartTrustee
Dr Lyn ArscottTrustee
MR' JAMES R JORDENTrustee
Mr Alain LabastieTrustee
Mr Andrew YoungTrustee
Mr Arlan EdgarTrustee
Mr Bruce E BernardTrustee
Mr Charles L BareTrustee
Mr Dennis E GreggTrustee
Mr Edward E RunyanTrustee
Mr Giovanni PaccaloniTrustee
Mr Jacques BosioTrustee
Mr John ColliganTrustee
Mr Peter D GaffneyTrustee
Mr Roger AbelTrustee
Mr Roy H KoernerTrustee
Mr T Scott HickmanTrustee
Mr Wc Barton JrTrustee
Dr Deann CraigTrustee Thru 08/19
Dr Stephen a HolditchTrustee Thru 08/19
Dr Marvin L KatzTrustee Thru 11/19
Mr Helge HaldorsenSecretary
Dr Ganesh ThakurTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$160,454
Program Service Revenue
$0
Investment Income
$502,721
Other Revenue
$-16,775
All Other Contributions
$140,248
Change in Net Assets
$-349,814

Audited Revenue Reconciliation

Revenue per Audited Statements
$663,175
Revenue Not Reported on Financial Statements
$-16,775
Revenue Not Reported on Form 990
$733,394
Other Revenue Adjustments
$-16,775
Total Revenue per Audited Statements
$1,396,569
Total Revenue per Form 990
$646,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$828,200
Other Expenses$168,014
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$768,200--$768,200
Fees for Services Management-$125,000-$125,000
Grants to Domestic Individuals$39,000--$39,000
Foreign Grants$21,000--$21,000
Fees for Services Accounting-$18,000-$18,000
Office Expenses-$13,710-$13,710
Fees for Service Investment Mgmnt Fees-$11,304-$11,304
Total Functional Expenses$828,200$168,014$0$996,214

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,012,989
Total Expenses per Audited Statements$1,001,685
Total Expenses per Form 990$996,214
Expenses Not Reported on Form 990$-11,304
Expenses Not Reported on Financial Statements$-16,775
Other Expense Adjustments$-16,775
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Society of Petroleum EngineersRichardson, TX501(c)3Member Program Support$768,200

International Summary

Offices
0
Employees
0
Spending
$21,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
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 & Greenland)Grantmaking-00$7,000
Russia and Neighboring StatesGrantmaking-00$7,000
East Asia and the PacificGrantmaking-00$5,000
North AmericaGrantmaking-00$2,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,775
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$20,206-$11,640-
Total Events$20,206-$16,775$-16,775
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization's form 990 undergoes internal and external reviews before it is filed with the irs; the return is prepared by the organization's public accounting firm, rsm llp, and is reviewed by the society of petroleum engineers cfo and treasurer of the spe foundation. Prior to filing with the irs, the board is provided a copy of the final form 990.”

Form 990, Part VI, Section B, Line 12

“The organization guards against conflicts of interest by establishing an independent board of trustees and not entering into agreements or engaging in transactions which have the potential to give rise to such conflicts.”

Form 990, Part VI, Section C, Line 19

“Tax return and audited financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Spe Foundation
EIN
75-1575590
Phone
9729529393
Address
222 PALISADES CREEK DR, RICHARDSON, TX 75080-2040

Signing Officer

Name
Steve Byrne
Title
Chief Financial Officer
Phone
9729529393
Signed
2020-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ganesh Thakur
Formed
1977
Legal Domicile
TX
Voting Board Members
32
Independent Board Members
32
Employees
0
Volunteers
35

Preparer

Firm
Rsm US Llp
Address
210 PARK AVE SUITE 1725, OKLAHOMA CITY, OK 73102
Preparer
Lauren Nowakowski
Phone
4052397961
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation endowed funds are to provide scholarships to students in petroleum engineering undergraduate and graduate programs. The foundation also supports various member programs of the society of petroleum engineers including the distinguished lecturer program and webinars. Part v, line 1: the beginning of the year endowment fund balance reported on part v, line 1a, column b, does not reconcile to the end of year endowment fund balance reported on part v, line 1g, column c due to a prior period adjustment made in conjunction with the financial statement audit for the fiscal year ended november 30, 2019. The adjustment has been made prospectively, as of december 1, 2017.”

PART X, LINE 2:

“The foundation is exempt from federal income tax under section 501(a) of the irc as an organization described in section 501(c)(3) of the irc. As such, contributions to the foundation qualify for deduction as charitable contributions; however, income generated from activities unrelated to the foundation's exempt purpose is subject to tax under irc section 511. At november 30, 2019 and 2018, unrelated business income tax, if any, is immaterial and no tax provision has been made in the accompanying financial statements. The accounting standards codification provides guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing the foundation's tax returns to determine whether the tax positions are more-likely-than-not of being sustained when challened or when examined by the applicable tax authority. Tax positions not deemed to meed the more-likely-than-not threshold would be recorded as a tax benefit or expense and liability in the current year. Management has determined that there are no material uncertain income tax positions.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment management expense”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising event expenses”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Investment management expense”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising event expenses”

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IRS990/Form990PartVIISectionAGrp/PersonNm16MR JOHN COLLIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm17DR DEANN CRAIG
IRS990/Form990PartVIISectionAGrp/PersonNm18MR ARLAN EDGAR
IRS990/Form990PartVIISectionAGrp/PersonNm19DR BEHROOZ FATTAHI
IRS990/Form990PartVIISectionAGrp/PersonNm20MR PETER D GAFFNEY
IRS990/Form990PartVIISectionAGrp/PersonNm21MR DENNIS E GREGG
IRS990/Form990PartVIISectionAGrp/PersonNm22MR T SCOTT HICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm23DR STEPHEN A HOLDITCH
IRS990/Form990PartVIISectionAGrp/PersonNm24DR EGBERT IMOMOH
IRS990/Form990PartVIISectionAGrp/PersonNm25MR' JAMES R JORDEN
IRS990/Form990PartVIISectionAGrp/PersonNm26DR MARVIN L KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm27MR ROY H KOERNER
IRS990/Form990PartVIISectionAGrp/PersonNm28MR ALAIN LABASTIE
IRS990/Form990PartVIISectionAGrp/PersonNm29MR GIOVANNI PACCALONI
IRS990/Form990PartVIISectionAGrp/PersonNm30DR LEO ROODHART
IRS990/Form990PartVIISectionAGrp/PersonNm31MR EDWARD E RUNYAN
IRS990/Form990PartVIISectionAGrp/PersonNm32DR JEFFREY B SPATH
IRS990/Form990PartVIISectionAGrp/PersonNm33DR EVE S SPRUNT
IRS990/Form990PartVIISectionAGrp/PersonNm34MR ANDREW YOUNG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt340
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt62019 SPE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt72018 SPE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE THRU 08/19
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE THRU 08/19
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE THRU 11/19
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt31TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt32TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt33TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt34TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt020206
IRS990/FundraisingDirectExpensesAmt016775
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0107666
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt032
IRS990/GrantAmt0768200
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt039000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt039000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0768200
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0768200
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01192802
IRS990/GrossReceiptsAmt01748311
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt032
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0395055
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0395055
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0538428
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0557042
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010123866
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010640658
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01085136
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT THE MEMBER PROGRAMS OF THE SOCIETY OF PETROLEUM ENGINEERS AND PROVIDE SCHOLARSHIPS TO STUDENTS PURSUING AN EDUCATION IN PETROLEUM ENGINEERING.
IRS990/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011112404
IRS990/NetAssetsOrFundBalancesEOYAmt011507286
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0107666
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0107666
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-16775
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-16775
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0744696
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013710
IRS990/OfficeExpensesGrp/TotalAmt013710
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0879584
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0880584
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt026665
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt022856
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GANESH THAKUR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS PAID FROM THE ARCHIE FUND, NICO VAN WINGEN FUND AND THE IMOMOH FUND.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt060000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt060000

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,557,973
Liabilities
$50,687
Net assets
$11,507,286
Revenue
$646,400
Expenses
$996,214
Net income
-$349,814
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$1.13$10.2$0.66$0.61$0.05
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.91$9.30$0.72$1.08$0.36
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.85$9.69$0.54$0.91$0.37
2021Detailed filing. Detailed filing data is available for this year.$12.4$0.89$11.5$0.63$1.08$0.44
2020Detailed filing. Detailed filing data is available for this year.$11.5$0.06$11.4$0.90$1.35$0.45
2019Detailed filing. Detailed filing data is available for this year.$11.6$0.05$11.5$0.65$1.00$0.35
2018Summary only. Only limited summary data is available for this year.$11.2$0.10$11.1$0.95$0.83$0.12
2017Summary only. Only limited summary data is available for this year.$11.6$0.04$11.6$0.76$0.92$0.16
2016Summary only. Only limited summary data is available for this year.$10.9$0.07$10.8$0.65$0.86$0.21
2015Summary only. Only limited summary data is available for this year.$11.2$0.20$11.0$0.80$1.12$0.32
2014Summary only. Only limited summary data is available for this year.$12.0$0.17$11.8$0.89$0.69$0.20
2013Summary only. Only limited summary data is available for this year.$11.3$0.15$11.1$1.61$0.68$0.93
2012Summary only. Only limited summary data is available for this year.$10.6$0.14$10.4$1.04$0.67$0.37