2025-11-17T20:54:34+00:00 2024-12-31 135381590 BDO USA 626 WASHINGTON PL Suite 1802 PITTSBURGH PA 15219 990 2024-01-01 251494402 SAE INTERNATIONAL SAEI 7247764841 400 COMMONWEALTH DRIVE WARRENDALE PA 15096 BRIAN K TRYBEND CFO 7247764841 2025-11-18 true JAKE COOK P01240455 4122812501 2025-11-07 2024 2025-03-06 01:10:19Z GREGORY L BRADLEY ESQ 400 COMMONWEALTH DRIVE WARRENDALE PA 15096 103298466 false X WWW.SAE.ORG X 1905 PA TO ADVANCE MOBILITY KNOWLEDGE AND SOLUTIONS FOR THE BENEFIT OF HUMANITY. 12 11 391 47658 967590 0 7574541 7319946 51608036 49719233 3878340 4916095 30611977 33102684 93672894 95057958 625186 690612 0 35384740 37327345 0 0 242113 53718270 52171454 89728196 90189411 3944698 4868547 128849287 110711690 52198304 26163331 76650983 84548359 X TO ADVANCE MOBILITY KNOWLEDGE AND SOLUTIONS FOR THE BENEFIT OF HUMANITY. false false 70639571 690612 25267120 ENGINEERING ACTIVITIES - NATIONAL AND INTERNATIONAL MEETINGS, CONFERENCES & EXHIBITS, STANDARDS DEVELOPMENT PROGRAM, PROFESSIONAL DEVELOPMENT SEMINARS, COOPERATIVE RESEARCH PROGRAM AND PURCHASE OF REFERENCE MATERIALS. 3477917 0 56506187 PUBLICATIONS - PUBLICATION OF AUTOMOTIVE ENGINEERING, AEROSPACE ENGINEERING, AND OFF-HIGHWAY DOCUMENTS WITH VARIOUS SUPPLEMENTS, AS WELL AS PUBLICATION OF BOOKS, TECHNICAL PAPERS, AND STANDARDS FOR THE FIELD OF MOBILITY ENGINEERING. 2488489 0 48817 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. 2163572 0 0 MEMBER RELATIONS - ADMINISTRATION OF SECTION ACTIVITIES, LEADERSHIP CONFERENCE FOR SECTION OFFICERS, PROCESSING AND EVALUATING MEMBER APPLICATIONS. 2163572 78769549 true true false true false false false false false false true true false true true true false true false true true true true false true false false true true true false false false false false false false false false false false false false false true true true true true false true X 383 0 true 391 true true true true UK CH false false false true true false false false false false false X 12 11 false false false false true true false true true false true true true true true true true true false false false false CA CT IL IN IA KY MD MA MI MN NJ NM NY NC OH OK OR PA RI SC TN VA AR WA WV WI X BRIAN K TRYBEND 7247764841 400 COMMONWEALTH DRIVE WARRENDALE PA 15096 AUDLEY BROWN VP COMMERCIAL VEHICLE 3.0 0 X X 0 0 0 CARLA BAILO PRESIDENT AND CHAIR; CO-CEO (AS OF (05/2024) 10.0 0 X X 0 0 0 CHRISTOPHER PAYNE VP AEROSPACE 3.0 0 X X 0 0 0 DANIEL NICHOLSON VP AUTOMOTIVE 3.0 0 X X 0 0 0 DAVID ANDREA TREASURER 3.0 0 X X 0 0 0 DAVID L SCHUTT PHD CEO/ACT EVP/COO (THRU 05/2024) 23.0 17.0 X X 924856 0 43872 GREGORY L BRADLEY ESQ CHIEF GENERAL COUNSEL & SECRETARY; CO-CEO (AS OF 05/2024) 21.0 19.0 X X 535055 0 66744 ROBERT IRELAND PRESIDENT ELECT 3.0 0 X X 0 0 0 TODD ZARFOS IMMEDIATE PAST PRESIDENT 3.0 0 X X 0 0 0 JOAN WILLS DIRECTOR 3.0 0 X 0 0 0 JUDY CURRAN DIRECTOR 3.0 0 X 0 0 0 MARY LEE GAMBONE DIRECTOR 3.0 0 X 0 0 0 SUSAN YING PHD DIRECTOR 3.0 0 X 0 0 0 BRIAN K TRYBEND CHIEF FINANCIAL OFFICER 22.0 18.0 X 512941 0 55611 ELIZABETH JONES CHIEF HUMAN RESOURCE OFFICER 25.0 15.0 X 366897 0 80393 RICHARD E WILKIE CHIEF INFORMATION OFFICER 25.0 15.0 X 551439 0 98897 CHRISTOPHER M CIUCA VP PROFESSIONAL ENGAGEMENT 40.0 0 X 281142 0 56469 DAVID A KURYWCHAK VP CUSTOMER EXPERIENCE (THRU 09/2024) 40.0 0 X 346865 0 33403 DAVID PAZZAGLIA VP OF IT (THRU 09/2024) 40.0 0 X 289653 0 36201 FRANK MENCHACA PRESIDENT SUSTAIN MOBILITY (THRU 12/2024) 40.0 0 X 507232 0 58596 JOHN TINTINALLI GENERAL MANAGER EUROPE 40.0 0 X 323881 0 33241 4639961 0 563427 54 false true false LEVEL AGENCY PO BOX 101149 PITTSBURGH PA 15237 DIGITAL MARKETING 1154029 MBO PARTNERS INC PO BOX 713673 PHILADELPHIA PA 19171 STAFFING AGENCY 1085439 SIGMA RESOURCES LLC 2026 EAST CARSON STREET PITTSBURGH PA 15203 IT CONSULTING 993489 DIGITAL ENGINEERING SOLUTIONS PO BOX 2198 MADISON AL 35758 ENGINEERING 710962 JMC ROTA INC 919 PIOVANA COURT CARLSBAD CA 920115504 TECHNOLOGY CONSULTING 705034 48 2163572 251750 2065046 2839578 7319946 PUBLICATION SALES 541700 24807547 24807547 MEETINGS & CONFERENCES 541700 16040003 16040003 EDUCATIONAL SEMINARS 541700 8857618 8857618 OTHER PROGRAM REVENUE 541800 14065 800 13265 0 0 0 0 49719233 1966451 896 1965555 31697840 31697840 988791 18628 970163 0 970163 970163 10451865 7502221 2949644 0 2949644 2949644 251750 118012 -118012 -118012 1019963 601647 418316 418316 MANAGEMENT & ADMIN FEES 541990 134377 953429 -819052 0 0 0 0 134377 95057958 81822124 967590 4948298 X 550162 550162 103000 103000 37450 37450 3236705 1254310 1982395 26678859 25660718 837520 180621 2735700 1371348 1364352 2380930 2142122 224432 14376 2295151 2064947 216347 13857 136810 36162 100648 415393 415393 219580 219580 13737748 10434856 3302892 0 2386685 2386633 52 969809 880547 89262 7323378 6800914 497359 25105 513236 513236 2170509 1917615 250844 2050 2459947 2443654 11689 4604 9697776 9556818 139458 1500 365492 365445 47 4906054 4338947 567107 567224 500637 66587 EQUIPMENT RENTAL 2460710 2413882 46828 PRINTING & PUBLICATIONS 1572084 1570020 2064 LICENSES/DUES 808976 808976 CREDIT CARD FEES 648118 617150 30968 811925 0 811925 0 90189411 78769549 11177749 242113 3301476 5248427 1215658 1365396 145934 110071 27227753 2984251 0 0 1781357 1984717 4219229 5648895 69487082 50748122 19476241 18738960 48338874 45378190 14463894 18874681 0 1700489 1693489 6978382 8684613 128849287 110711690 34592204 10797859 11411774 12095263 0 6194326 3270209 52198304 26163331 X 67362392 74745553 9288591 9802806 76650983 84548359 128849287 110711690 X 4868547 1689434 1339395 X false true true false X 4278449 6081053 6324085 7574541 7319946 31578074 0 0 4278449 6081053 6324085 7574541 7319946 31578074 240109 31337965 2362448 2551140 2887806 5370035 2954346 16125775 467970 81575 549545 8776 59002 -637535 -870012 -819052 -2258821 45994573 361076613 0.68134 0.61456 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MANAGEMENT AND ADMIN FEES, COLUMN A - 8776.0, COLUMN B - 59002.0, COLUMN C - -637535.0, COLUMN D - -870012.0, COLUMN E - -819052.0, COLUMN F - -2258821.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1000000 1000000 1000000 0 3000000 4500000 5600 14544 12833 0 32977 250000 250000 250000 0 750000 1125000 0 0 0 685914 685914 25951887 16847564 9104323 443732 221860 221872 10613554 8926504 1687050 31791995 24752194 7039801 18738960 Closely-held equity interests Financial derivatives INVESTMENT IN SAE MEDIA GROUP 9819416 C INVESTMENT IN FULLSIGHT, LLC 7411495 C INVESTMENT IN SAE GLOBAL, LLC 1500000 C INVESTMENT IN TECHAMERICA 100000 C INVESTMENT IN SAE GROUP EUROPE 25000 C INVESTMENT IN SMI HOLDING LTD 18770 C 18874681 ACCRUED RECEIVABLES 6435389 SERP CONTRIBUTIONS 1565232 RIGHT-OF-USE ASSETS 622301 OTHER RECEIVABLES 61495 ACCRUED INTEREST RECEIVABLES 196 8684613 Federal Income Taxes DEFERRED PENSION COSTS 2619625 LEASE LIABILITY 650584 OTHER 3270209 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote SAE IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, CERTAIN ACTIVITIES, PRIMARILY CONSISTING OF ADVERTISING INCOME AND INCOME FROM A PASS-THROUGH ENTITY, ARE CONSIDERED UNRELATED BUSINESS INCOME AND ARE SUBJECT TO FEDERAL INCOME TAXES. GAAP REQUIRES 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, 2024, 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. true East Asia and the Pacific 1 13 Program Services EDUCATIONAL SEMINARS & MEETINGS 2662379 Europe (Including Iceland and Greenland) 2 4 Program Services EDUCATIONAL SEMINARS & MEETINGS 1987627 East Asia and the Pacific Investments 1500000 Europe (Including Iceland and Greenland) Investments 43770 Middle East and North Africa 0 0 Program Services EDUCATIONAL SEMINARS & MEETINGS 15142 North America (Canada & Mexico only) 0 0 Grantmaking 30750 Europe (Including Iceland and Greenland) 0 0 Grantmaking 4200 East Asia and the Pacific 0 0 Grantmaking 2500 3 17 0 0 3 17 6246368 0 6246368 North America (Canada & Mexico only) SCHOLARSHIP 19500 WIRE TRANSFER North America (Canada & Mexico only) SCHOLARSHIP 11250 WIRE TRANSFER 0 2 EDUCATION Europe (Including Iceland and Greenland) 2 4200 WIRE TRANSFER EDUCATION East Asia and the Pacific 1 2500 WIRE TRANSFER false false true false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds THE ORGANIZATION DETERMINED THAT THE AMOUNT OF GRANT FUNDS PROVIDED OUTSIDE OF THE UNITED STATES DURING THE YEAR WAS IMMATERIAL. AS A RESULT, FORMAL MONITORING PROCEDURES WERE NOT IMPLEMENTED. THE ORGANIZATION DOES, HOWEVER, MAINTAIN INTERNAL RECORDS TO SUBSTANTIATE THE NATURE AND PURPOSE OF SUCH PAYMENTS, IF ANY. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual SAE FOUNDATION BANQUET 251750 251750 0 1500 0 21772 42289 700 51751 0 0 251750 251750 0 1500 0 21772 42289 700 51751 118012 -118012 true MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE CAMBRIDGE MA 02139 042103594 501(C)(3) 25000 SCHOLARSHIP GEORGIA INSTITUTE OF TECHNOLOGY 225 NORTH AVENUE NW ATLANTA GA 30332 586002023 501(C)(3) 20000 SCHOLARSHIP UNIVERSITY OF NORTH CAROLINA 9201 UNIV CITY BLVD CHARLOTTE NC 28223 566001393 501(C)(3) 18000 SCHOLARSHIP UNIVERSITY OF TEXAS 2501 SPEEDWAY AUSTIN TX 78712 746000203 501(C)(3) 17500 SCHOLARSHIP PENNSYLVANIA STATE UNIVERSITY 109 SHIELDS BLDG UNIVERSITY PARK PA 16802 246000376 501(C)(3) 17250 SCHOLARSHIP AUBURN UNIVERSITY 108 MARY MARTIN HALL AUBURN AL 36849 636024222 501(C)(3) 15000 SCHOLARSHIP UNIVERSITY OF DELAWARE 610 LEHIGH ROAD NEWARK DE 19711 516000297 501(C)(3) 15000 SCHOLARSHIP UNIVERSITY OF IOWA 2700 UNIV CAPITOL CTR IOWA CITY IA 52242 426004813 501(C)(3) 15000 SCHOLARSHIP PURDUE UNIVERSITY 1198 THIRD STREET W LAFAYETTE IN 47906 356002041 501(C)(3) 13125 SCHOLARSHIP CORNELL UNIVERSITY 256 CARPENTER HALL ITHACA NY 14850 150532082 501(C)(3) 13000 SCHOLARSHIP SOUTH DAKOTA SCHOOL OF MINES & TECH 501 E ST JOSEPH ST RAPID CITY SD 57701 466011771 501(C)(3) 12500 SCHOLARSHIP SOUTH DAKOTA STATE UNIVERSITY BOX 511A ENROLLMENT SRVCS BROOKINGS SD 57007 460273801 501(C)(3) 12500 SCHOLARSHIP UNIVERSITY OF CENTRAL FLORIDA 10211 LENOX STREET CLERMONT FL 34711 522924021 501(C)(3) 11500 SCHOLARSHIP UNIVERSITY OF WISCONSIN 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 391281988 501(C)(3) 11000 SCHOLARSHIP CALIFORNIA POLYTECHNIC STATE UNIVERSITY 1 GRAND AVENUE SAN LUIS OBISPO CA 93407 951648180 501(C)(3) 9750 SCHOLARSHIP VIRGINIA POLYTECHNIC INSTITUTE & STATE UNIVERSITY 800 WASHINGTON ST SW BLACKSBURG VA 24061 546001805 501(C)(3) 9500 SCHOLARSHIP IOWA STATE UNIVERSITY 515 MORRILL RD AMES IA 50011 426004224 501(C)(3) 8600 SCHOLARSHIP ANDERSON UNIVERSITY 1100 E 5TH STREET ANDERSON IN 46012 570324906 501(C)(3) 8500 SCHOLARSHIP OHIO STATE UNIVERSITY 930 KINNEAR RD / 1590 N HIGH ST COLUMBUS OH 43212 311145986 501(C)(3) 8250 SCHOLARSHIP ROCHESTER INSTITUTE OF TECHNOLOGY 76 LOMB MEMORIAL DR ROCHESTER NY 14623 160743140 501(C)(3) 8000 SCHOLARSHIP MICHIGAN TECHNOLOGICAL UNIVERSITY 1400 TOWNSEND DR HOUGHTON MI 49931 386005955 501(C)(3) 7500 SCHOLARSHIP UNIVERSITY OF OKLAHOMA 865 ASP AVENUE FELGER 219 NORMAN OK 73019 731377584 501(C)(3) 7500 SCHOLARSHIP OREGON STATE UNIVERSITY 4238 SW RESEARCH WAY CORVALLIS OR 973331068 611730890 501(C)(3) 7250 SCHOLARSHIP UNIVERSITY OF WASHINGTON 1410 NE CAMPUS PARKWAY SEATTLE WA 98195 916001537 501(C)(3) 7000 SCHOLARSHIP UNIVERSITY OF CALIFORNIA 7256 BOELTER HALL BOX 951600 LOS ANGELES CA 90095 956006143 501(C)(3) 6750 SCHOLARSHIP OKLAHOMA STATE UNIVERSITY 119 STUDENT UNION STILLWATER OK 74078 731383996 501(C)(3) 6500 SCHOLARSHIP COLUMBUS STATE COMMUNITY COLLEGE 550 EAST SPRING STREET COLUMBUS OH 43215 310729591 501(C)(3) 6000 SCHOLARSHIP HARVARD UNIVERSITY 1350 MASSACHUSETTS AVENUE CAMBRIDGE MA 02138 042103580 501(C)(3) 6000 SCHOLARSHIP UNIVERSITY OF HOUSTON OFFICE OF SCHOLARSHIP FINANCIAL A PO BOX 1426 HOUSTON TX 77251 746001399 501(C)(3) 6000 SCHOLARSHIP UNIVERSITY OF MINNESOTA 160 WILLIAMSON HALL 231 PILLSBURY DR SE MINNEAPOLIS MN 55455 416042488 501(C)(3) 6000 SCHOLARSHIP UNIVERSITY OF RHODE ISLAND 6 RHODY RAM WAY KINGSTON RI 02881 223011455 501(C)(3) 6000 SCHOLARSHIP UNIVERSITY OF ILLINOIS 620 EAST JOHN STREET CHAMPAIGN IL 61820 376000511 501(C)(3) 5500 SCHOLARSHIP UNIVERSITY OF SOUTHERN CALIFORNIA 3650 MCCLINTOCK AVENUE OHE 500B LOS ANGELES CA 90089 951642394 501(C)(3) 5500 SCHOLARSHIP 33 0 AWARDS AND SCHOLARSHIP 23 103000 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE SAE FOUNDATION, THROUGH ITS 121 FUNDS, PROVIDES FINANCIAL SUPPORT FOR SCHOLARSHIPS, PRESENTS AWARDS IN RECOGNITION OF INNOVATION AND LEADERSHIP, AND PROVIDES STEM EDUCATION TRAINING AND MATERIALS TO PREK- 12 TEACHERS. ALL FUNDS RAISED ADVANCE THE SAE FOUNDATION'S MISSION AND FURTHERS THE SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE ORGANIZATION. SCHOLARSHIP RECIPIENTS ARE APPROVED BY A PANEL OF INDEPENDENT VOLUNTEERS. THE SAE FOUNDATION MONITORS THE SUPPORTED PROGRAMS THROUGH REPORTS AND OTHER INFORMATION COLLECTION MECHANISMS. SCHOLARSHIPS ARE SENT DIRECTLY TO THE SCHOOL RATHER THAN THE INDIVIDUAL; THEREFORE, MONITORING IS NOT REQUIRED. HOWEVER, IN ORDER TO BE SELECTED TO RECEIVE A SCHOLARSHIP, THERE ARE REQUIREMENTS THAT MUST BE MET RELATED TO ATTAINING CERTAIN GRADES AND/OR HAVING A FINANCIAL NEED. ADDITIONALLY, FOR SCHOLARSHIPS THAT CAN BE RENEWED, STUDENTS MUST CONTINUE TO MEET THE MINIMUM REQUIREMENTS ESTABLISHED TO RETAIN THE SCHOLARSHIP. X X X true true true true false true false true false false false GREGORY L BRADLEY ESQ CHIEF GENERAL COUNSEL & SECRETARY; CO-CEO (AS OF 05/2024) 327612 0 103700 0 103743 0 45321 0 21423 0 601799 0 0 0 DAVID L SCHUTT PHD CEO/ACT EVP/COO (THRU 05/2024) 329653 0 364014 0 231189 0 34500 0 9372 0 968728 0 0 0 BRIAN K TRYBEND CHIEF FINANCIAL OFFICER 313050 0 105200 0 94691 0 44693 0 10918 0 568552 0 0 0 ELIZABETH JONES CHIEF HUMAN RESOURCE OFFICER 250628 0 40000 0 76269 0 58377 0 22016 0 447290 0 0 0 RICHARD E WILKIE CHIEF INFORMATION OFFICER 340570 0 114500 0 96369 0 74031 0 24866 0 650336 0 0 0 CHRISTOPHER M CIUCA VP PROFESSIONAL ENGAGEMENT 249742 0 31400 0 0 0 28997 0 27472 0 337611 0 0 0 DAVID A KURYWCHAK VP CUSTOMER EXPERIENCE (THRU 09/2024) 180741 0 30800 0 135324 0 11976 0 21427 0 380268 0 0 0 FRANK MENCHACA PRESIDENT SUSTAIN MOBILITY (THRU 12/2024) 392602 0 96400 0 18230 0 34500 0 24096 0 565828 0 0 0 DAVID PAZZAGLIA VP OF IT (THRU 09/2024) 160869 0 27450 0 101334 0 19373 0 16828 0 325854 0 0 0 JOHN TINTINALLI GENERAL MANAGER EUROPE 287181 0 36700 0 0 0 22928 0 10313 0 357122 0 0 0 Schedule J, Part I, Line 1a Travel for companions CARLA J. BAILO, SAE PRESIDENT AND CHAIR - PROVIDED WITH SPOUSAL TRAVEL IN THE AMOUNT OF $8,829, WHICH WAS REPORTED AS TAXABLE INCOME ON FORM 1099 AND INCLUDED A GROSS-UP PAYMENT. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments CARLA J. BAILO, SAE PRESIDENT AND CHAIR - PROVIDED WITH TAX INDEMNIFICATION IN THE AMOUNT OF $6,199, WHICH WAS REPORTED AS TAXABLE INCOME ON FORM 1099 AND INCLUDED A GROSS-UP PAYMENT. Schedule J, Part I, Line 1a Housing allowance or residence for personal use JOHN TINTINALLI, GENERAL MANAGER - EUROPE WAS PROVIDED WITH TEMPORARY HOUSING DURING THE YEAR. THIS HOUSING BENEFIT WAS TREATED AS TAXABLE INCOME AND INCLUDED A GROSS-UP PAYMENT IN THE AMOUNT OF $21,782. THE AMOUNT WAS REPORTED AS TAXABLE COMPENSATION IN ACCORDANCE WITH APPLICABLE TAX LAWS AND INCLUDED IN HIS FORM W-2 FOR THE YEAR. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation FULLSIGHT, LLC, A RELATED ORGANIZATION OF SAE INTERNATIONAL, USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Schedule J, Part I, Line 4a Severance or change-of-control payment DAVID L. SCHUTT, PHD, RECEIVED A VACATION PAYOUT OF $66,189 UPON HIS TERMINATION ON MAY 1, 2024. THIS PAYMENT WAS MADE IN ACCORDANCE WITH HIS EXECUTIVE EMPLOYMENT AGREEMENT AND WAS REPORTED AS TAXABLE COMPENSATION ON FORM W-2. THIS AMOUNT REPRESENTS POST-EMPLOYMENT COMPENSATION MADE DURING THE YEAR. DAVID KURYWCHAK RECEIVED SEVERANCE PAYMENTS TOTALING $118,434 AND A VACATION PAYOUT OF $7,810 IN 2024. BOTH AMOUNTS WERE REPORTED AS TAXABLE COMPENSATION ON FORM W-2. THESE AMOUNTS REPRESENT POST-EMPLOYMENT COMPLENSATION UNDER THE TERMS OF HIS EMPLOYMENT ARRANGEMENT. MR. KURYWCHAK ALSO RECEIVED A DISTRIBUTION OF $9,080 UNDER A 457(B) PLAN. THE 457(B) DISTRIBUTION IS REPORTED SEPARATELY IN SCHEDULE J, PART II. DAVID PAZZAGLIA RECEIVED A LUMP SUM SEVERANCE PAYMENT OF $92,378 AND A VACATION PAYOUT OF $8,956 UPON HIS TERMINATION ON SEPTEMBER 24, 2024. BOTH AMOUNTS WERE REPORTED AS TAXABLE COMPENSATION ON FORM W-2. THESE AMOUNTS REPRESENT POST-EMPLOYMENT COMPENSATION UNDER THE TERMS OF HIS EMPLOYMENT ARRANGEMENT. IN ADDITION, THE FOLLOWING INDIVIDUALS EACH RECEIVED TEMPORARY COMPENSATION UPLIFTS DURING 2024 DUE TO SIGNIFICANT LEADERSHIP CHANGES AND BUSINESS CONTINUITY NEEDS. THESE INDIVIDUALS ASSUMED EXPANDED RESPONSIBILITIES DURING A PERIOD OF ORGANIZATIONAL TRANSITION. WHILE THESE PAYMENTS WERE NOT STRUCTURED AS TRADITIONAL SEVERANCE OR CHANGE-OF-CONTROL LUMP SUMS, THEY WERE DIRECTLY TIED TO EXECUTIVE LEADERSHIP CHANGES AND THEREFORE FALL WITHIN THE SCOPE OF CHANGE-IN-CONTROL-RELATED COMPENSATION. UPLIFT PAYMENTS MADE DURING THE YEAR WERE AS FOLLOWS: GREGORY L. BRADLEY, ESQ.: $103,743 BRIAN K. TRYBEND: $94,691 RICHARD E. WILKIE: $96,369 ELIZABETH JONES: $76,269 NO ADDITIONAL SEVERANCE OR POST-EMPLOYMENT PAYMENTS WERE MADE TO THESE INDIVIDUALS DURING THE YEAR BEYOND THE AMOUNTS DISCLOSED ABOVE. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan INDIVIDUALS PARTICIPATE IN A 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. EMPLOYER DISTRIBUTIONS ARE INCLUDED IN COMPENSATION ON SCHEDULE J, PART II, COLUMN (B)(III). NO PAYMENTS WERE RECEIVED BY ANY INDIVIDUALS IN 2024. Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization ANNUAL FINANCIAL, OPERATIONAL, AND STRATEGIC TARGETS WERE ESTABLISHED FOR SAE INTERNATIONAL. INCENTIVE COMPENSATION WAS ACCRUED, AND IN SOME INSTANCES, AWARDED TO CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, SENIOR MANAGEMENT AND OTHERS BASED ON PERFORMANCE AGAINST THESE TARGETS. WHILE FINANCIAL PERFORMANCE METRICS INCLUDED REVENUE, COMPENSATION WAS NOT SOLELY CONTINGENT ON REVENUE. INCENTIVES WERE BASED ON A COMBINATION OF FACTORS, INCLUDING BUT NOT LIMITED TO REVENUE, MARGIN, STRATEGIC EXECUTION, AND ORGANIZATIONAL EFFECTIVENESS. Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization ANNUAL FINANCIAL, OPERATIONAL, AND STRATEGIC TARGETS WERE ESTABLISHED FOR SAE INTERNATIONAL. INCENTIVE COMPENSATION WAS ACCRUED, AND IN SOME INSTANCES, AWARDED TO CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, SENIOR MANAGEMENT AND OTHERS BASED ON PERFORMANCE AGAINST THESE TARGETS. WHILE FINANCIAL PERFORMANCE METRICS INCLUDED REVENUE AND MARGIN, COMPENSATION WAS NOT SOLELY CONTINGENT ON NET EARNINGS. INCENTIVES WERE BASED ON A BALANCED SCORECARD OF OBJECTIVES, INCLUDING STRATEGIC INITIATIVES, OPERATIONAL EFFECTIVENESS, AND FINANCIAL RESULTS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 2,163,572 including grants of $ 0)(Revenue $ 0) MEMBER RELATIONS - ADMINISTRATION OF SECTION ACTIVITIES, LEADERSHIP CONFERENCE FOR SECTION OFFICERS, PROCESSING AND EVALUATING MEMBER APPLICATIONS. Form 990, Part VI, Line 15a FULLSIGHT, LLC, A RELATED ORGANIZATION, USES A DOCUMENTED PROCESS FOR DETERMINING THE COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL OF THE FILING ORGANIZATION. COMPENSATION LEVELS ARE MARKET PRICED USING BENCHMARK DATA BASED ON THE APPLICABLE JOB DESCRIPTION FOR THE POSITION, AND GEOGRAPHIC REGION. THIS POSITION WAS MARKET PRICED IN 2024. THE ORGANIZATION ALSO CONDUCTS AN ANNUAL PERFORMANCE EVALUATION BASED ON INDIVIDUAL EMPLOYEE PERFORMANCE FOR THE YEAR. THE TOP MANAGEMENT OFFICIAL MAY RECEIVE A MERIT INCREASE BASED ON PERFORMANCE RATINGS, CURRENT POSITION WITHIN THE SALARY RANGE AND COMPANY FINANCIAL PERFORMANCE. A SEPARATE FIRM IS UTILIZED TO BENCHMARK COMPENSATION DATA FOR THE TOP MANAGEMENT OFFICIAL. Form 990, Part VI, Line 15b FULLSIGHT, LLC, A RELATED ORGANIZATION, USES A DOCUMENTED PROCESS FOR DETERMINING THE COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES OF THE FILING ORGANIZATION. COMPENSATION LEVELS ARE MARKET PRICED USING BENCHMARK DATA BASED ON THE APPLICABLE JOB DESCRIPTION FOR EACH POSITION, AND GEOGRAPHIC REGION. THESE POSITIONS WERE MARKET PRICED IN 2024. THE ORGANIZATION ALSO CONDUCTS AN ANNUAL PERFORMANCE EVALUATION BASED ON INDIVIDUAL EMPLOYEE PERFORMANCE FOR THE YEAR. FOR OTHER OFFICERS AND KEY EMPLOYEES, EACH EMPLOYEE MAY RECEIVE A MERIT INCREASE, AT HIS OR HER MANAGER'S DISCRETION, BASED ON PERFORMANCE RATINGS, CURRENT POSITION WITHIN THE SALARY RANGE AND COMPANY FINANCIAL PERFORMANCE. A SEPARATE FIRM IS UTILIZED TO BENCHMARK COMPENSATION DATA FOR ALL OTHER OFFICERS AND KEY EMPLOYEES. Form 990, Part VI, Line 6 Classes of members or stockholders SAE INTERNATIONAL IS A MEMBERSHIP-BASED NONPROFIT ORGANIZATION. IT HAS MULTIPLE CLASSES OF MEMBERS, INCLUDING HONORARY, FELLOW, MEMBER, ASSOCIATE, JOINT, AND STUDENT. ONLY HONORARY, FELLOW, AND MEMBER GRADES ARE VOTING MEMBERS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body VOTING MEMBERS OF SAE INTERNATIONAL (HONORARY, FELLOW, AND MEMBER GRADES) ELECT CERTAIN MEMBERS OF THE BOARD OF DIRECTORS, AS OUTLINED IN THE ORGANIZATION'S BYLAWS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE IRS FORM 990 IS REVIEWED BY MANAGEMENT, AND THEREAFTER IS PROVIDED ELECTRONICALLY TO THE GOVERNING BODY BEFORE IT IS FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy SAE INTERNATIONAL AND AFFILIATES ENFORCE A CONFLICT OF INTEREST POLICY TO ENSURE THAT THE PERSONAL OR FINANCIAL INTERESTS OF BOARD MEMBERS OR COMMITTEE MEMBERS DO NOT INTERFERE WITH THE PERFORMANCE OF THEIR FIDUCIARY DUTIES. EACH YEAR, A CONFLICT OF INTEREST ACKNOWLEDGEMENT FORM IS DISTRIBUTED TO THE BOARD VIA ELECTRONIC SIGNATURE THROUGH AN AUTOMATED BOARD MANAGEMENT SOFTWARE PROGRAM. MEMBERS ARE REQUIRED TO SIGN THIS POLICY STATEMENT, DISCLOSING ALL MATERIAL BUSINESS, FINANCIAL, AND ORGANIZATIONAL INTERESTS AND AFFILIATIONS THEY OR PERSONS CLOSE TO THEM MAY HAVE THAT COULD BE RELATED TO THE INTERESTS OF SAE INTERNATIONAL. IN ADDITION, MEMBERS MUST DISCLOSE ANY MATERIAL CONFLICTS OF INTEREST THAT ARISE DURING THEIR SERVICE, INCLUDING BUT NOT LIMITED TO EMPLOYMENT, CONSULTING, INVESTMENTS, OR OTHER ACTIVITIES. IF A CONFLICT OF INTEREST EXISTS, THE MEMBER MAY BE ASKED TO REFRAIN FROM PARTICIPATING IN DELIBERATIONS AND/OR VOTING ON THE MATTER, OR IN SOME INSTANCES, IF NECESSARY, SUBMIT THEIR RESIGNATION. COPIES OF THE CONFLICT OF INTEREST POLICY AND THE ACKNOWLEDGEMENT FORM ARE MAINTAINED ON FILE. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY, AVAILABLE UPON REQUEST, WHICH ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO REVIEW AND SIGN ANNUALLY. Form 990, Part IX, Line 11g Other Fees CONSULTING - Total Expense: 13737748, Program Service Expense: 10434856, Management and General Expenses: 3302892, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN PENSION ADJUSTMENT - 1339395; Total - 1339395; SAE GLOBAL LLC 400 COMMONWEALTH DRIVE WARRENDALE PA 15096 453526121 ENGINEERING STANDARDS DEVELOPMENT PA 0 1707697 SAE INTERNATIONAL PERFORMANCE REVIEW INSTITUTE INC 161 THORNHILL ROAD WARRENDALE PA 15086 251633904 ACCREDITATION AND INDUSTRY STANDARDS PA 501(c)(6) SAE INTERNATIONAL true SAE INDUSTRY TECHNOLOGIES CONSORTIA 400 COMMONWEALTH DRIVE WARRENDALE PA 15096 204860294 MOBILITY STANDARDS AND INNOVATION PA 501(c)(6) SAE INTERNATIONAL true SAE GOVERNMENT TECHNOLOGIES 755 W BIG BEAVER ROAD TROY MI 48084 813279830 TECHNOLOGY EDUCATION AND RESEARCH MI 501(c)(3) 7 SAE INDUSTRY TECHNOLOGIES CONSORTIA true FULLSIGHT LLC 400 COMMONWEALTH DR Warrendale PA 15096 822833702 BUSINESS AND PROGRAM SUPPORT SERVICES PA SAE INTERNATIONAL Excluded 69833 42928678 false 0 true 1 SAE MEDIA GROUP INC 261 5TH AVENUE STE 1901 NEW YORK NY 10016 112903233 PUBLISHING NY SAE INTERNATIONAL C Corporation 11687104 1 true PRI EUROPE LIMITED 1 YORK STREET LONDON UK W1U6PA SUPPORT SERVICES UK NA C Corporation true SAE INDUSTRIAL CONSULTING SERVICES NO 1350 N SICHUAN RD LITONG PLAZA RM 2506 SHANGHAI CH 200085 CONSULTING CH SAE GLOBAL LLC C Corporation 1 true SAE GROUP EUROPE BV FRED ROESKESTRAAT 115 AMSTERDAM NL 1076EE SUPPORT SERVICES NL SAE GLOBAL LLC C Corporation 1 true PRI CAPE (BEIJING) CERTIFICATION RM 219 BLDG NO 1 JINGSHUN RD B BEIJING CH SUPPORT SERVICES CH NA C Corporation true SMI GROUP LIMITED GROUND FLOOR INDIA HOUSE 45 CURLEW STREET LONDON UK SE12ND SUPPORT SERVICES UK SAE INTERNATIONAL C Corporation 1 true SMI GROUP HOLDINGS GROUND FLOOR INDIA HOUSE 45 CURLEW STREET LONDON UK SE12ND SUPPORT SERVICES UK SAE INTERNATIONAL C Corporation 467 1 true OCTONX SATURNUSSTRAAT 46-62 HOOFDDORP NL 2132HB SUPPORT SERVICES NL NA C Corporation true SRI-JICQA CORPORATION 12TH FLOOR IRIFUNE CHUO-KU TOKYO JA 1040042 SUPPORT SERVICES JA NA C Corporation true false false false false false false false false false true true true true false true true true true false SAE MEDIA GROUP INC L 524192 FMV SMI GROUP LIMITED L 332232 FMV FULLSIGHT LLC O 16827074 FMV PERFORMANCE REVIEW INSTITUTE INC J 455227 FMV PERFORMANCE REVIEW INSTITUTE INC P 288433 FMV SAE INDUSTRY TECHNOLOGIES CONSORTIA M 281900 FMV