2025-11-10T07:57:48-06:00 2023-12-31 061244958 CARTER HAYES ASSOCIATES PC 1970 WHITNEY AVENUE BLDG 2 HAMDEN CT 06517 990 2023-01-01 060692002 SOCIETY OF PLASTICS ENGINEERS INC SOCI 2037405400 83 WOOSTER HEIGHTS ROAD 125 DANBURY CT 06810 PATRICK FARREY CHIEF EXECUTIVE OFFICER 2037405400 2025-11-09 1 1 DAVID A SCARAMOZZA P00157253 2032873990 2023 2025-03-06 01:10:19Z X PATRICK FARREY 83 WOOSTER HEIGHTS ROAD 125 DANBURY CT 06810 7515689 0 X WWW.4SPE.ORG X 1942 MI THE SOCIETY OF PLASTICS ENGINEERS (SPE) SUPPORTS PEOPLE AND COMPANIES IN THE PLASTICS INDUSTRY, BY PRODUCING PROGRAMS WHICH FACILITATE THE SHARING OF KNOWLEDGE, THE STRENGTHENING OF SKILLS AND THE PROMOTION OF THE PLASTICS INDUSTRY WORLDWIDE. SPE SERVES PLASTICS PROFESSIONALS FROM EVERY SEGMENT OF THE INDUSTRY, INCLUDING ENGINEERS, SCIENTISTS, TECHNICIANS, SALESPEOPLE, MARKETERS, RETAILERS AND REPRESENTATIVES FROM ALL PLASTICS-PRODUCING AND PLASTICS-USING INDUSTRIES. THESE STAKEHOLDERS USE SPE AS A FORUM TO DISCUSS CRITICAL ISSUES AND SHARE TECHNICAL ADVANCEMENTS FOR THE BETTERMENT OF THE INDUSTRY AND OF SOCIETY AS A WHOLE. 12 12 16 916 0 0 912786 1136612 2240322 3125205 461147 4292 405 0 3614660 4266109 241161 322444 0 0 1825147 3198443 0 0 69684 1695175 2055434 3761483 5576321 -146823 -1310212 6755198 6822671 3240018 4055922 3515180 2766749 X THE SOCIETY OF PLASTICS ENGINEERS (SPE) SUPPORTS PEOPLE AND COMPANIES IN THE PLASTICS INDUSTRY, BY PRODUCING PROGRAMS WHICH FACILITATE THE SHARING OF KNOWLEDGE, THE STRENGTHENING OF SKILLS AND THE PROMOTION OF THE PLASTICS INDUSTRY WORLDWIDE. SPE SERVES PLASTICS PROFESSIONALS FROM EVERY SEGMENT OF THE INDUSTRY, INCLUDING ENGINEERS, SCIENTISTS, TECHNICIANS, SALESPEOPLE, MARKETERS, RETAILERS AND REPRESENTATIVES FROM ALL PLASTICS-PRODUCING AND PLASTICS-USING INDUSTRIES. THESE STAKEHOLDERS USE SPE AS A FORUM TO DISCUSS CRITICAL ISSUES AND SHARE TECHNICAL ADVANCEMENTS FOR THE BETTERMENT OF THE INDUSTRY AND OF SOCIETY AS A WHOLE. 0 0 4296503 322444 3125205 THE ORGANIZATION PROVIDES THE FOLLOWING SERVICES, AVAILABLE BOTH TO MEMBER AND NON-MEMBER PLASTICS PROFESSIONALS: THE JOURNAL OF POLYMER ENGINEERING & SCIENCE; THE JOURNAL OF POLYMER COMPOSITES; THE JOURNAL OF VINYL & ADDITIVE TECHNOLOGY; THE JOURNAL OF SPE POLYMERS; PLASTICS ENGINEERING MAGAZINE; MORE THAN A DOZEN WORLDWIDE TECHNICAL CONFERENCES; ANNUAL TECHNICAL CONFERENCE (ANTEC - ATTENDED BY APPROXIMATELY 1,000); RESEARCH INCLUDING VARIOUS MEMBER SURVEYS; THE SPE ONLINE TECHNICAL LIBRARY (MORE THAN 14,000 PAPERS); SPE COMMUNITIES (ONLINE OPEN FORUM); PLASTICS INSIGHT NEWSLETTER; SCHOLARSHIPS AND GRANTS THROUGH THE SPE FOUNDATION. 4296503 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 37 0 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 1 1 1 1 0 1 1 1 1 1 0 CT X X PATRICK FARREY 2037405400 83 WOOSTER HEIGHTS ROAD SUITE 125 DANBURY CT 06810 JEREMY DWORSHAK DIRECTOR 2.00 X 0 0 0 LYNZIE NEBEL SECRETARY 2.00 X X 0 0 0 JASON LYONS PAST PRESIDENT 2.00 X 0 0 0 MARGARET SOBKOWICZ DIRECTOR 2.00 X 0 0 0 JAMES WADDELL TREASURER 2.00 X X 0 0 0 SCOTT EASTMAN DIRECTOR 2.00 X 0 0 0 TODD BIER DIRECTOR 2.00 X 0 0 0 PRAVEEN BOOPALACHANDRAN DIRECTOR 2.00 X 0 0 0 BRUCE MULHOLLAND PRESIDENT 2.00 X X 0 0 0 CONOR CARLIN PRESIDENT-ELECT 2.00 X 0 0 0 DIANE MARRET DIRECTOR 2.00 X 0 0 0 GUSTAVO NECHAR DIRECTOR 2.00 X 0 0 0 ELLEN LEE DIRECTOR 2.00 X 0 0 0 PATRICK FARREY CHIEF EXECUTIVE OFFICER 50.00 X 353878 0 7125 EVE VITALE FOUNDATION DIRECTOR 40.00 X 180404 0 2135 534282 0 9260 2 0 1 0 0 52073 1084539 1136612 PUBLICATIONS 513120 1979557 1979557 MEMBERSHIP DUES 541900 650891 650891 CONFERENCES 611430 488901 488901 SPE STORE 459900 5856 5856 3125205 139984 139984 3113888 3249580 -135692 -135692 -135692 4266109 3125205 0 4292 296492 296492 12952 12952 13000 13000 543542 398282 133640 11620 1996794 1478082 494522 24190 25214 18476 6199 539 181350 132885 44588 3877 451543 336535 112377 2631 9705 7111 2386 208 103838 76088 25530 2220 229890 169472 56767 3651 16045 11938 3988 119 198837 146663 49119 3055 107105 78481 26334 2290 58159 43488 14508 163 175770 129252 43326 3192 407022 298246 100074 8702 93238 68328 22926 1984 233932 175327 58454 151 26502 19430 6519 553 PUBLICATIONS 351811 351811 MEMBERSHIP SERVICES 24921 18261 6127 533 PROFESSIONAL DEVELOPMEN 11004 8248 2750 6 AWARDS 7655 7655 5576321 4296503 1210134 69684 319768 338037 56773 1449 50000 50000 94217 317671 166254 236874 66950 52566 10405 14384 6057781 3532409 2331847 6755198 6822671 138490 320495 1201802 1076917 1560894 2215817 338832 442693 3240018 4055922 X 2574721 2097924 940459 668825 3515180 2766749 6755198 6822671 -1310212 561781 0 X 0 1 X 1 0 X 1518668 1341066 1412270 1605293 1735430 7612727 2131899 1456741 1883322 1548221 1765948 8786131 3650567 2797807 3295592 3153514 3501378 16398858 0 0 0 16398858 256681 260192 468513 348791 139984 1474161 256681 260192 468513 348791 139984 1474161 3907248 3057999 3764105 3502305 3641362 17873019 0.91750 0.91170 0.08250 0.08830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83510 52420 135930 83510 83510 33510 50000 83510 33510 33510 33510 33510 0 0 66950 52566 14384 14384 DUE TO SECTIONS AND DIVISIONS 442693 442693 X 4067455 561782 561782 3505673 760436 760436 4266109 3941216 0 3941216 1635105 1635105 5576321 PART V, LINE 4: $33,510 QUASI ENDOWMENT AND $102,420 SCHOLARSHIP ENDOWMENT PART X, LINE 2: THE ORGANIZATION FILES TAX RETURNS IN THE UNITED STATES. THE ORGANIZATION HAS NOT TAKEN ANY TAX POSITIONS THAT MANAGEMENT BELIEVES WOULD RESULT IN ADDITIONAL TAX LIABILITIES UPON EXAMINATION OF THE TAX RETURNS BY A TAX JURISDICTION. THE ORGANIZATION HAS NO OPEN TAX YEARS PRIOR TO 2020. THE ORGANIZATION'S RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR A PERIOD OF THREE YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: TO INCLUDE REVENUE OF FOREIGN SUBSIDIARY NOT INCLUDED IN FINANCIAL STATEMENTS 760,436. PART XII, LINE 4B - OTHER ADJUSTMENTS: TO INCLUDE EXPENSE OF FOREIGN SUBSIDIARY NOT INCLUDED IN FINANCIAL STATEMENTS 1,414,667. TO INCLUDE AMORTIZATION OF GOODWILL NOT INCLUDED IN FINANCIAL STATEMENTS 220,438. 1 EUROPE 1 1 OFFICE IS MAINTAINED TO ASSIST MEMBERSHIP AND COORDINATE SEMINARS IN THE LOCAL EUROPEAN COMMUNITY ASSIST MEMBERS IN REGISTERING FOR SEMINARS AND RENEWING MEMBERSHIPS 74606 EUROPE 0 0 3010972 1 1 0 0 1 1 3085578 0 3085578 NORTH AMERICA SCHOLARSHIPS 8000 CHECKS 0 1 1 0 0 0 0 0 PART I, LINE 2: SPE ASKS THE RECIPIENTS TO KEEP THEM INFORMED AS TO THE USE OF THE FUNDS AND THE PROGRESS OF THEIR PROJECT OR USE. 1 SHAWNEE STATE UNIVERSITY 940 SECOND STREET PORTSMOUTH OH 45662 310864917 170(B)(1)(A)(II) 7000 0 SCHOLARSHIP WESTERN WASHINGTON UNIVERSITY 516 HIGH STREET BELLINGHAM WA 98225 916000562 170(B)(1)(A)(II) 40500 0 SCHOLARSHIP PENNSYLVANIA COLLEGE OF TECHNOLOGY ONE COLLEGE AVENUE WILLIAMSPORT PA 17701 232564508 170(B)(1)(A)(II) 7625 0 SCHOLARSHIP AMERICAN INTERNATIONAL ACADEMY 440 BURROUGHS STREET SUITE 518 DETROIT MI 48202 452705199 509(A)(2) 30000 0 ECOTEK SCIENCE AT WORK! LAB BAYLOR UNIVERSITY ONE BEAR PLACE 97028 WACO TX 76798 741159753 170(B)(1)(A)(II) 9250 0 SCHOLARSHIP FERRIS STATE UNIVERSITY 1201 S STATE STREET BIG RAPIDS MI 49307 386005159 170(B)(1)(A)(II) 8000 0 SCHOLARSHIP KETTERING UNIVERSITY 1700 UNIVERSITY AVENUE FLINT MI 48504 382410852 170(B)(1)(A)(II) 8250 0 SCHOLARSHIP LEHIGH UNIVERSITY 27 MEMORIAL DRIVE WEST BETHLEHEM MA 18015 240795445 170(B)(1)(A)(II) 12000 0 SCHOLARSHIP MICHIGAN STATE UNIVERSITY 428 S SHAW LANE EAST LANSING MI 48824 386005984 170(B)(1)(A)(II) 10250 0 SCHOLARSHIP PENN STATE ERIE - BEHREND COLLEGE 4851 COLLEGE DRIVE ERIE PA 16563 246000376 170(B)(1)(A)(II) 11375 0 SCHOLARSHIP PITTSBURGH STATE UNIVERSITY 1701 SOUTH BROADWAY PITTSBURGH KS 66762 223981479 170(B)(1)(A)(II) 6625 0 SCHOLARSHIP PRINCETON UNIVERSITY PO BOX 591 PRINCETON NJ 08542 210634501 170(B)(1)(A)(II) 5500 0 SCHOLARSHIP TEXAS A&M UNIVERSITY - COLLEGE STATION PO BOX 30016 COLLEGE STATION TX 77842 264169042 170(B)(1)(A)(II) 7500 0 SCHOLARSHIP TEXAS TECH UNIVERSITY PO BOX 45011 LUBBOCK TX 79409 756002622 170(B)(1)(A)(II) 9500 0 SCHOLARSHIP UNIVERSITY OF ILLINOIS URBANA CHAMPAIGN 620 EAST JOHN STREET CHAMPAIGN IL 61820 376000511 170(B)(1)(A)(II) 12500 0 SCHOLARSHIP GIRL SCOUTS OF NORTHEAST TEXAS 6001 SUMMERSIDE DRIVE SUITE 101 DALLAS TX 75252 751101571 170(B)(1)(A)(VI) 25000 0 GIRL SCOUTS OF AMERICA PATCH PROGRAM MCKINNEY EDUCATION FOUNDATION 510 HEARD STREET MCKINNEY TX 75069 752401624 170(B)(1)(A)(VI) 20470 0 AFTER SCHOOL STEM PROGRAM 17 AWARDS 10 5077 SCHOLARSHIPS 2 7875 PART I, LINE 2: SPE ASKS THE RECIPIENTS TO KEEP THEM INFORMED AS TO THE USE OF THE FUNDS AND THE PROGRESS OF THEIR PROJECT OR USE. X X X X 0 0 0 0 0 0 0 0 0 PATRICK FARREY CHIEF EXECUTIVE OFFICER 353878 0 0 0 0 0 7125 0 0 0 361003 0 0 0 EVE VITALE FOUNDATION DIRECTOR 180404 0 0 0 0 0 2135 0 0 0 182539 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 VOTING MEMBERS: ALL PROFESSIONAL MEMBERS AND STUDENT MEMBERS SHALL HAVE THE RIGHT TO VOTE, HOLD ELECTIVE OFFICE AND PARTICIPATE IN ALL THE AFFAIRS OF SPE. PROFESSIONAL MEMBERS AND STUDENT MEMBERS WHO ARE CURRENT WITH DUES PAYMENT ARE CONSIDERED "MEMBERS IN GOOD STANDING" AS REFERENCED IN BYLAWS AND OPERATING POLICIES. PROFESSIONAL MEMBERS MAY HAVE FURTHER CLASSIFICATION OF THEIR MEMBERSHIP STATUS. PROFESSIONAL MEMBER CLASSIFICATIONS INCLUDE YOUNG PROFESSIONAL MEMBER, DISTINGUISHED MEMBER, FELLOW OF THE SOCIETY, HONORED SERVICE MEMBER, OR EMERITUS MEMBER. A STUDENT MEMBER SHALL BE A REGULARLY ENROLLED, FULL-TIME STUDENT IN A COURSE OF STUDY FOR A FUTURE IN THE PLASTICS INDUSTRY. NON-VOTING MEMBERS: E-MEMBERS AND HONORARY MEMBERS MAY NOT PARTICIPATE IN ALL AFFAIRS OF SPE NOR HAVE THEY VOTING RIGHTS, NOR CAN THEY HOLD SPE OFFICE IN SECTIONS AND DIVISIONS. SECTION/DIVISION AFFILIATION: ALL PROFESSIONAL MEMBERS AND STUDENT MEMBERS IN GOOD STANDING SHALL HAVE THE PRIVILEGE OF AFFILIATING WITH AFFILIATE GROUPS. E-MEMBERS AND HONORARY MEMBERS HAVE NO AFFILIATION. FORM 990, PART VI, SECTION A, LINE 7A THE COUNCIL CONSISTS OF REPRESENTATIVES ELECTED BY MEMBERS AFFILIATED WITH SECTIONS AND DIVISIONS AS PROVIDED IN THE BYLAWS, THE IMMEDIATE PAST PRESIDENT AS COUNCILOR-AT-LARGE, AND A COUNCILOR- OR COUNCILORS-AT-LARGE AS MAY BE PROVIDED IN THE BYLAWS. EACH COUNCILOR SHALL BE A VOTING MEMBER OF SPE WHEN SEATED AND SHALL ELECT THE MEMBERS OF THE EXECUTIVE BOARD. THE EXECUTIVE BOARD IS THE ULTIMATE GOVERNING BODY OF SPE. THE EXECUTIVE BOARD SHALL HAVE FULL AUTHORITY TO ACT ON ALL BUSINESS MATTERS OF SPE SUBJECT TO THE APPLICABLE FEDERAL, STATE AND LOCAL LAWS AND TO THE BYLAWS AND OPERATING POLICIES OF SPE. THE COUNCIL HAS THREE SPECIFIC POWERS: 1) TO ELECT CERTAIN MEMBERS OF THE EXECUTIVE BOARD; 2) TO OVERTURN BY A 2/3 MAJORITY ANY BYLAW CHANGES APPROVED BY THE EXECUTIVE BOARD, AND; 3) TO CONVENE SPECIAL MEETINGS OF THE COUNCILORS WHEN NEEDED. FORM 990, PART VI, SECTION A, LINE 7B THE COUNCIL HAS THREE SPECIFIC POWERS: 1) TO ELECT CERTAIN MEMBERS OF THE EXECUTIVE BOARD; 2) TO OVERTURN BY A 2/3 MAJORITY ANY BYLAW CHANGES APPROVED BY THE EXECUTIVE BOARD, AND; 3) TO CONVENE SPECIAL MEETINGS OF THE COUNCILORS WHEN NEEDED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY TAX PROFESSIONALS IN CONJUNCTION WITH SPE'S ACCOUNTING MANAGER AND DIRECTOR, OPERATIONS AND ADMINISTRATION. THE RETURN IS REVIEWED BY A TEAM CONSISTING OF THE CHIEF EXECUTIVE OFFICER, ACCOUNTING MANAGER AND DIRECTOR, OPERATIONS AND ADMINISTRATION. THE RETURN IS THEN PRESENTED TO THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE FOR FINAL REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND EXECUTIVE COMMITTEE MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF EVERY COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THERE IS A PERFORMANCE AND COMPENSATION COMMITTEE WHICH IS A COMMITTEE OF THE EXECUTIVE COMMITTEE. THE DIRECTOR, OPERATIONS AND ADMINISTRATION IS THE STAFF LIASON TO THIS GROUP. SALARY IS BENCHMARKED VIA THE USE OF SURVEY DATA WITH OTHER LIKE TYPE ORGANIZATIONS. IN ADDITION, THERE IS A REVIEW OF DEPARTMENT OF LABOR WAGE DEMOGRAPHICS FOR THE GEOGRAPHIC REGION. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE MADE AVAILABLE BY CONTACTING THE ORGANIZATION AT THE ADDRESS OR PHONE NUMBER LISTED ON PAGE ONE OF THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE BY CONTACTING THE ORGANIZATION AT THE ADDRESS OR PHONE NUMBER LISTED ON PAGE ONE OF THE RETURN. FORM 990, PAGE 1, HEADING, SECTION B AMENDED RETURN SOCIETY OF PLASTICS ENGINEERS, INC. IS AMENDING 2023 FORM 990, AND RELATED SCHEDULES, TO FULLY INCORPORATE THE ACTIVITY OF THEIR WHOLLY OWNED FOREIGN SUBSIDARY, 3DNATIVES SAS. SOCIETY OF PLASTICS ENGINEERS, INC. ACQUIRED 100% OF THE STOCK OF 3DNATIVES SAS IN 2023. THE ORIGINAL FORM 990 FILING WAS PREPARED BASED UPON SOCIETY OF PLASTICS ENGINEERS, INC.'S 2023 FINANCIAL STATEMENTS. THE 2023 FINANCIAL STATEMENTS ACCOUNTED FOR THE ACQUISITION OF 3DNATIVES SAS'S STOCK ON THE COST BASIS OF ACCOUNTING, WHICH IS MATERIAL DEPARTURE FROM ACCOUNTING PRINCIPLES GENERALLY ACCEPTED (GAAP) IN THE UNITED STATES OF AMERICA. GAAP REQUIRES THAT AN ENTITY IN WHICH SOCIETY OF PLASTICS ENGINEERS, INC. HAS A CONTROLLING INTEREST BE CONSOLIDATED. SINCE SOCIETY OF PLASTICS ENGINEERS, INC. OWNS 100% OF 3DNATIVES SAS'S STOCK, THE FORM 990, AND RELATED SCHEDULES, ARE BEING AMENDED TO FULLY INCORPORATE 3DNATIVES SAS'S ACTIVITIES AND PROPERLY PREPARE AND INCLUDE FORM 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS. PLEASE SEE THE FULLY EXECTUTED REASONABLE CAUSE STATEMENT THAT HAS BEEN INCLUDED IN THIS FILING AS A PDF ATTACHMENT FOR FURTHER EXPLANATION. 3DNATIVES SAS 157 BOULEVARD MACDONALD PARIS FR 75019 MEDIA PLATFORM IN 3D TECHNOLOGIES ECOSYSTEM FR SOCIETY OF PLASTICS ENGINEERS INC C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE ORIGINAL FORM 990 FILING DID NOT INCLUDE FORM 5471. THE ORGANIZATION IS AMENDING THE FORM 990 TO PROPERLY INCLUDE FORM 5471. PLEASE SEE THE FULLY EXECTUTED REASONABLE CAUSE STATEMENT THAT HAS BEEN INCLUDED IN THIS FILING AS A PDF ATTACHMENT FOR FURTHER EXPLANATION.