Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 7,634,934 | 6,289,815 | 6,841,990 | 6,545,430 | 4,278,449 | 31,590,618 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 7,634,934 | 6,289,815 | 6,841,990 | 6,545,430 | 4,278,449 | 31,590,618 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 1,398,651 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 30,191,967 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 7,634,934 | 6,289,815 | 6,841,990 | 6,545,430 | 4,278,449 | 31,590,618 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 2,254,853 | 2,687,396 | 3,072,579 | 2,839,423 | 2,362,448 | 13,216,699 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 1,323,165 | 1,762,902 | 1,397,597 | 2,488,712 | 8,776 | 6,981,152 |
| 11 | Total support. Add lines 7 through 10 | 54,051,219 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1 | The Corporation is incorporated under the Nonprofit Corporation Law of the Commonwealth of Pennsylvania for the following purposes: A) To advance the knowledge of the arts, sciences, standards and engineering practices connected with the development, design, construction and use of self-propelled machines, prime movers and related equipment (all herein collectively called "mechanisms"); B) To preserve and improve the quality of life in the production and use of such mechanisms; C) To maintain a library of publications of such mechanisms; D) To promote through meetings, lectures, courses, seminars and the presentation and discussion of scientific and engineering papers a better understanding of such mechanisms; E) To develop technical and scientific reports, including engineering standards and recommended practices, in connection with the development, design, construction and use of such mechanisms, and publish and distribute such reports for the benefit of mankind; and F) Generally to provide for or carry on such other activities as may be necessary, incidental, convenient or desirable to accomplish fully the foregoing purposes. |
| FORM 990, PART III, LINE 1 | The Corporation is incorporated under the Nonprofit Corporation Law of the Commonwealth of Pennsylvania for the following purposes: A) To advance the knowledge of the arts, sciences, standards and engineering practices connected with the development, design, construction and use of self-propelled machines, prime movers and related equipment (all herein collectively called "mechanisms"); B) To preserve and improve the quality of life in the production and use of such mechanisms; C) To maintain a library of publications of such mechanisms; D) To promote through meetings, lectures, courses, seminars and the presentation and discussion of scientific and engineering papers a better understanding of such mechanisms; E) To develop technical and scientific reports, including engineering standards and recommended practices, in connection with the development, design, construction and use of such mechanisms, and publish and distribute such reports for the benefit of mankind; and F) Generally to provide for or carry on such other activities as may be necessary, incidental, convenient or desirable to accomplish fully the foregoing purposes. |
| FORM 990, PART III, LINE 4D | SAE FOUNDATION - ADMINISTRATION OF FUNDS, INCLUDING RESTRICTED FUNDS, DONATED FOR THE PURPOSE OF RECOGNIZING SIGNIFICANT CONTRIBUTIONS TO MOBILITY TECHNOLOGY AND PROMOTING ENGINEERING AND SCIENCE EDUCATION FROM KINDERGARTEN THROUGH GRADUATE SCHOOL. EXPENSES: $3,059,495. INCLUDING GRANTS OF: $0. REVENUE: $218,251. |
| FORM 990, PART VI, SECTION A, LINE 1B | The Board shall be composed of up to twelve (12) voting members. The voting members of the Board shall consist of the President & Chair of the Board, Vice President - Aerospace, Vice President - Automotive, Vice President - Commercial Vehicle, Treasurer, Immediate Past President, President Elect, Chief Executive Officer and the Directors-at-Large. The Secretary is a non-voting member of the Board. The Nominating Committee (NC) shall select the nominees for President & Chair of the Board, Sector Vice President, Treasurer, and Directors-at-Large to be elected by the voting members. |
| FORM 990, PART VI, SECTION A, LINE 4 | The following significant updates were made to the bylaws in September of 2020: Section 5.3 - Composition and Voting Status The Board shall be composed of up to twelve (12) voting members. The voting members of the Board shall consist of the President & Chair of the Board, Vice President - Aerospace, Vice President - Automotive, Vice President - Commercial Vehicle, Treasurer, Immediate Past President, President Elect, Chief Executive Officer and the Directors-at-Large. The Secretary is a non-voting member of the Board. Section 6.3 - The President & Chair of the Board The President & Chair of the Board shall be the chief elective officer of SAE, shall preside as Chair of the Board at all meetings of the members and the Board, and shall be a member, without vote, of all other committees of SAE, and sub-divisions thereof. The President & Chair of the Board shall also, at the annual meeting of the voting members and at such other times as are appropriate, communicate to the members or the Board such matters and makes such suggestions as may promote the welfare and increase the usefulness of SAE. The President & Chair of the Board shall perform such other duties as may be prescribed from time to time by the Board. Section 6.5 - The Secretary THE SECRETARY SHALL: (A) KEEP OR CAUSE TO BE KEPT A RECORD OF THE PROCEEDINGS OF THE MEMBERS AND THE BOARD; (B) PROVIDE NOTICES OF SAE AS MAY BE REQUIRED BY LAW OR THESE BYLAWS; (C) ACT AS CUSTODIAN OF THE CORPORATE RECORDS AND OF THE SEAL OF SAE, AND SEE THAT THE SEAL IS AFFIXED TO SUCH DOCUMENTS AS MAY BE NECESSARY OR ADVISABLE; (D) MAINTAIN A REGISTER CONTAINING THE NAME AND ADDRESS OF EACH SAE MEMBER, AND IF MEMBERSHIP HAS TERMINATED, THE DATE ON WHICH MEMBERSHIP CEASED; AND (E) EXERCISE ALL POWERS AND DUTIES INCIDENT TO THE OFFICE OF SECRETARY AND SUCH OTHER POWERS AND DUTIES AS MAY BE PRESCRIBED FROM TIME TO TIME BY THE BOARD OR THE PRESIDENT. THE SECRETARY SHALL BE A MEMBER, WITHOUT VOTE, OF ALL OTHER COMMITTEES OF SAE, AND SUB-DIVISIONS THEREOF. Section 6.7 - The Chief Executive Officer The Chief Executive Officer shall be the chief operating and administrative officer of SAE, subject to the control of the Board, and shall have general supervision and management control of the day-to-day operations of SAE. The Chief Executive Officer shall be a voting member of the Board and a member, without vote, of all committees of SAE, and sub-divisions thereof. The Chief Executive Officer shall exercise such other powers and duties as may be prescribed from time to time by the Board or the President. Section 7.6 - Unanimous Written Consent Any action required or permitted to be taken by the Board, or a committee of the Board, may be taken without a meeting, if all members of the Board, or the committee, consent in writing to the adoption of a resolution authorizing the action. The resolution and the written consents thereto by the members of the Board, or such committee, shall be filed with the Secretary along with the minutes of the proceedings of the Board or of such committee. Section 8.4 - Audit & Risk Committee The purpose of the Audit & Risk Committee is to: (a) select an independent auditor to audit SAE's financial condition on an annual basis; (b) review the audit report submitted to the Committee by the auditor and communicate the auditor's recommendations to the Finance Committee and the Board; and (c) monitor enterprise risk in conjunction with management. |
| FORM 990, PART VI, SECTION A, LINE 6 | SAE HAS THE FOLLOWING GRADES OF MEMBERSHIP: HONORARY; FELLOW; MEMBER; ASSOCIATE; 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 11B | THE RETURN WILL BE INITIALLY REVIEWED BY THE SAE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND DIRECTOR OF FINANCE. 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 AND ARE ADDRESSED ACCORDINGLY PRIOR TO THE FINAL FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | SAE INTERNATIONAL ENFORCES A CONFLICT OF INTEREST POLICY IN ORDER TO PREVENT THE PERSONAL OR FINANCIAL INTERESTS OF SAE BOARD MEMBERS, COMMITTEE MEMBERS, OFFICERS AND KEY EMPLOYEES FROM INTERFERING WITH THE PERFORMANCE OF THEIR FIDUCIARY DUTIES TO SAE INTERNATIONAL. SUCH EMPLOYEES, OFFICERS AND BOARD/COMMITTEE MEMBERS ARE REQUIRED ANNUALLY 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 INTERNATIONAL. DISCLOSURE SHALL ALSO BE MADE IF A MATERIAL CONFLICT OF INTEREST ARISES IN THE COURSE OF THE EMPLOYEE'S OR MEMBER'S SERVICE TO SAE INTERNATIONAL, WHETHER ARISING OUT OF THE EMPLOYEE'S OR MEMBER'S EMPLOYMENT, CONSULTING, INVESTMENTS, OR ANY OTHER ACTIVITY. IF AT ANY TIME A CONFLICT OF INTEREST EXISTS, SUCH 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, SUCH MEMBER WOULD BE ASKED TO SUBMIT THEIR RESIGNATION. |
| FORM 990, PART VI SECTION B, LINES 15A & 15B | SAE INTERNATIONAL USES A DOCUMENTED PROCESS FOR DETERMINING THE EXECUTIVE MANAGEMENT COUNCIL'S (EMC) COMPENSATION. THE COMPENSATION IS MARKET PRICED WITH BENCHMARK DATA BASED ON THE APPLICABLE JOB DESCRIPTION FOR THE POSITION. THE EMC POSITIONS WERE MARKET PRICED IN 2015. SAE INTERNATIONAL CONDUCTS AN ANNUAL PERFORMANCE EVALUATION; THE EMPLOYEE PERFORMANCE RATING AND POSITION IN RANGE ARE TAKEN INTO ACCOUNT TO DETERMINE THE MERIT INCREASE. THE CEO'S PERFORMANCE AND COMPENSATION PROCESS IS MANAGED ANNUALLY BY THE SAE INTERNATIONAL COMPENSATION COMMITTEE AND INCLUDES A WRITTEN PERFORMANCE APPRAISAL COMPLETED BY ALL MEMBERS OF THE COMMITTEE AS WELL AS A SELF ASSESSMENT FROM THE CEO. COMPARABLE DATA WAS UPDATED IN 2018 BY A THIRD PARTY COMPENSATION CONSULTING ORGANIZATION TO ENSURE APPROPRIATE MARKET PRICING. ALL DECISIONS AS A RESULT OF THE EVALUATION PROCESS WERE DOCUMENTED IN THE JANUARY 2018 COMPENSATION COMMITTEE MEETING MINUTES. |
| 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. |
| FORM 990, PART XI, LINE 9 | Change in pension adjustment: $5,051,205 Merging of Effective Training Inc. into SAE International: $1,522,205 Other Adjustment: $255,952 TOTAL: $6,829,362 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER CONSULTING FEES TOTAL FEES:7898210 |
| Software ID: | |
| Software Version: |