Civic Intelligence

Society of Petroleum Engineers Tr

990 • Fiscal year 2023 • EIN 75-1575590

Dec 01, 2022 to Nov 30, 2023 • Filed on Oct 11, 2024

Organization ProfileWWW.SPE.ORG/EN/FOUNDATION
222 Palisades Creek DrRichardson, TX 75080-2040

(972) 952-9393

Siviq Scores

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

Liabilities / Assets

37th percentile

0.09x

Higher debt load relative to assets than 37% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

1.27x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

6th percentile

-51%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

19th percentile

-3.2%

Faster asset growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$10,206,766

Down $334,852 (-3.2%) from 2022

Net Assets

Down

$9,296,268

Down $390,423 (-4.0%) from 2022

Liabilities

Up

$910,498

Up $55,571 (+6.5%) from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin6th percentile

Revenue

Up

$719,076

Up $183,113 (+34%) from 2022

Expenses

Up

$1,083,862

Up $175,502 (+19%) from 2022

Net Income

Up

-$364,786

Up $7,611 (+2.0%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2023

Assets$10,206,766
Liabilities$910,498
Net Assets$9,296,268
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

2023

Revenue$719,076
Expenses$1,083,862
Net Income-$364,786
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Oct 11, 2024
Return Version
2022v5.0
Gross Receipts
$1,378,772
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$10,308,174$9,947,702▼ $360,472
Cash and Non-Interest-Bearing Accounts$175,323$197,697▲ $22,374
Pledges and Grants Receivable$39,100$41,400▲ $2,300
Savings and Temporary Cash Investments$19,021$19,967▲ $946
Total Assets$10,541,618$10,206,766▼ $334,852
Liabilities
Escrow Account Liability$788,502$856,912▲ $68,410
Accounts Payable and Accrued Expenses$66,425$53,586▼ $12,839
Total Liabilities$854,927$910,498▲ $55,571
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,679,424$7,213,432▼ $465,992
Net Assets With Donor Restrictions$2,007,267$2,082,836▲ $75,569
Total Net Assets Fund Balance$9,686,691$9,296,268▼ $390,423
Total Liabilities and Net Assets / Fund Balance$10,541,618$10,206,766▼ $334,852

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$8,254,753-▲ $500,744-$8,671,929
2021$9,850,362-▼ $795,574-$8,254,753
2020$10,937,655-▲ $870,648-$9,850,362
2019$10,624,262$1,200▲ $1,054,403-$10,937,655
2018$10,588,465$1,250▲ $1,132,864-$10,624,262
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Dr Kamel Ben-naceur2022 Spe President Through 09/2023
Dr Medhat M Kamal2023 Spe President as of 10/2023
Dr Ganesh ThakurPast President
Dr Egbert ImomohPresident
Mr Bruce E BernardVice President
Dr Abdul Jaleel Al-khalifaTrustee
Dr Behrooz FattahiTrustee
Dr D Nathan MeehanTrustee
Dr E a BreitenbachTrustee
Dr Eve SpruntTrustee
Dr Jeffrey SpathTrustee
Dr Kate Hadley BakerTrustee
Dr Leo RoodhartTrustee
Dr Lyn ArscottTrustee
Dr Tom BlasingameTrustee
Dr William M CobbTrustee
Mr Alain LabastieTrustee
Mr Andrew a YoungTrustee
Mr Darcy SpadyTrustee
Mr Dennis E GreggTrustee
Mr Edward E RunyanTrustee
Mr Helge H HaldorsenTrustee
Mr James R JordenTrustee
Mr John a ColliganTrustee
Mr Peter D GaffneyTrustee
Mr Roger AbelTrustee
Mr Roy H KoernerTrustee
Mr T Scott HickmanTrustee
Mr W C Barton JrTrustee
Ms Shauna NoonanTrustee
Dr Sami Abdul Aziz AlnuaimSecretary
Ms Janeen JudahTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Society Of Petroleum Engineers (spe) INCManagement Services222 PALISADES CREEK DR, Richardson, TX 75080$125,000
Revenue and Support

Revenue Composition

Contributions and Grants
$103,552
Program Service Revenue
$0
Investment Income
$615,524
Other Revenue
$0
All Other Contributions
$103,552
Change in Net Assets
$-364,786

Audited Revenue Reconciliation

Revenue per Audited Statements
$706,558
Revenue Not Reported on Financial Statements
$12,518
Revenue Not Reported on Form 990
$-25,637
Total Revenue per Audited Statements
$680,921
Total Revenue per Form 990
$719,076
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$877,309
Other Expenses$206,553
Total Fundraising Expense$11,935
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$831,309--$831,309
Fees for Services Management$84,400$40,600-$125,000
Grants to Domestic Individuals$41,000--$41,000
Fees for Services Accounting-$33,654-$33,654
Office Expenses-$23,446-$23,446
Fees for Service Investment Mgmnt Fees-$12,518-$12,518
Advertising--$11,935$11,935
Foreign Grants$5,000--$5,000
Total Functional Expenses$961,709$110,218$11,935$1,083,862

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,083,862
Expenses per Audited Statements$1,071,344
Total Expenses per Audited Statements$1,071,344
Expenses Not Reported on Financial Statements$12,518
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Society of Petroleum EngineersRichardson, TX501(c)3Member Program Support$831,309

International Summary

Offices
0
Employees
0
Spending
$0

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
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 us 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
2024-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janeen Judah
Formed
1977
Legal Domicile
TX
Voting Board Members
32
Independent Board Members
32
Employees
0
Volunteers
32

Preparer

Firm
Rsm US Llp
Address
19026 RIDGEWOOD PKWY STE 400, SAN ANTONIO, TX 78259
Preparer
Josephine Behrend
Phone
2108286281
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Line 33

“Spe foundation has a close relationship with the society of petroleum engineers, inc. However, the entities do not meet the definition of related organizations for purposes of form 990, schedule r.”

Financial Statement Notes

PART IV, LINE 2B:

“Charitable funds are held by the society of petroleum engineers foundation for the benefit of the spe gulf coast section scholarship fund.”

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 X, LINE 2:

“The foundation is exempt from federal income tax under section 501(a) of the internal revenue code (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, 2023 and 2022, unrelated business income tax, if any, is immaterial and no tax provision has been made in the accompanying financial statements. The asc 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 challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit/expense and asset/liability in the current year. Management has determined there are no material uncertain income tax positions.”

Raw XML AppendixShowing 400 of 650 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/PersonNm0DR EGBERT IMOMOH
IRS990/Form990PartVIISectionAGrp/PersonNm1DR GANESH THAKUR
IRS990/Form990PartVIISectionAGrp/PersonNm2MS JANEEN JUDAH
IRS990/Form990PartVIISectionAGrp/PersonNm3DR SAMI ABDUL AZIZ ALNUAIM
IRS990/Form990PartVIISectionAGrp/PersonNm4MR BRUCE E BERNARD
IRS990/Form990PartVIISectionAGrp/PersonNm5DR MEDHAT M KAMAL
IRS990/Form990PartVIISectionAGrp/PersonNm6DR KAMEL BEN-NACEUR
IRS990/Form990PartVIISectionAGrp/PersonNm7MR ROGER ABEL
IRS990/Form990PartVIISectionAGrp/PersonNm8DR ABDUL JALEEL AL-KHALIFA
IRS990/Form990PartVIISectionAGrp/PersonNm9DR LYN ARSCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm10DR KATE HADLEY BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm11MR W C BARTON JR
IRS990/Form990PartVIISectionAGrp/PersonNm12DR JEFFREY SPATH
IRS990/Form990PartVIISectionAGrp/PersonNm13DR TOM BLASINGAME
IRS990/Form990PartVIISectionAGrp/PersonNm14DR E A BREITENBACH
IRS990/Form990PartVIISectionAGrp/PersonNm15DR WILLIAM M COBB
IRS990/Form990PartVIISectionAGrp/PersonNm16MR JOHN A COLLIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm17DR BEHROOZ FATTAHI
IRS990/Form990PartVIISectionAGrp/PersonNm18MR PETER D GAFFNEY
IRS990/Form990PartVIISectionAGrp/PersonNm19MR DENNIS E GREGG
IRS990/Form990PartVIISectionAGrp/PersonNm20MR HELGE H HALDORSEN
IRS990/Form990PartVIISectionAGrp/PersonNm21MR T SCOTT HICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm22MR JAMES R JORDEN
IRS990/Form990PartVIISectionAGrp/PersonNm23MR ROY H KOERNER
IRS990/Form990PartVIISectionAGrp/PersonNm24MR ALAIN LABASTIE
IRS990/Form990PartVIISectionAGrp/PersonNm25DR D NATHAN MEEHAN
IRS990/Form990PartVIISectionAGrp/PersonNm26MS SHAUNA NOONAN
IRS990/Form990PartVIISectionAGrp/PersonNm27DR LEO ROODHART
IRS990/Form990PartVIISectionAGrp/PersonNm28MR EDWARD E RUNYAN
IRS990/Form990PartVIISectionAGrp/PersonNm29MR DARCY SPADY
IRS990/Form990PartVIISectionAGrp/PersonNm30DR EVE SPRUNT
IRS990/Form990PartVIISectionAGrp/PersonNm31MR ANDREW A 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/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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt52023 SPE PRESIDENT AS OF 10/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt62022 SPE PRESIDENT THROUGH 09/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt31TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0353887
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt032
IRS990/GrantAmt0831309
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt041000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt041000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0831309
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0831309
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01013583
IRS990/GrossReceiptsAmt01378772
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt032
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0261637
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0261637
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010308174
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09947702
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0659696
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/NetAssetsOrFundBalancesBOYAmt09686691
IRS990/NetAssetsOrFundBalancesEOYAmt09296268
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0353887
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0353887
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-25637
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07679424
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07213432
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt023446
IRS990/OfficeExpensesGrp/TotalAmt023446
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt039100
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt041400
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JANEEN JUDAH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS PAID FROM THE ARCHIE FUND, NICO VAN WINGEN FUND, THE IMOMOH FUND, AND DON RUSSELL FUND.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt046000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt046000
IRS990/ProgSrvcAccomActy3Grp/Desc0MANAGEMENT FEE TO SPE INC FOR PROVIDING SERVICES IN HANDLING THE SCHOLARSHIP COMMITTEES AND HANDLING THE VARIOUS MEMBER PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt084400
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0118325
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0699235
IRS990/PYInvestmentIncomeAmt0417638
IRS990/PYOtherExpensesAmt0209125
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-372397
IRS990/PYSalariesCompEmpBnftPaidAmt00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,206,766
Liabilities
$910,498
Net assets
$9,296,268
Revenue
$719,076
Expenses
$1,083,862
Net income
-$364,786
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