SME EDUCATION FOUNDATION

EIN: 382746841 501(c)(3) Education

SOUTHFIELD, MI

Total Revenue
$13,500,175
Total Expenses
$6,734,144
Total Assets
$34,031,281
Net Assets
$31,484,990
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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
MI
Principal Officer
CRAIG CONNOP
Phone
3134253000
Tax Period
2023-01-01 to 2023-12-31

SME EDUCATION FOUNDATION, founded in 1987, is a mid-sized nonprofit in the Education sector that reported $13.5M in total revenue in fiscal year 2023. Revenue surged 398% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.8M, a strong 50% operating margin.

Mission

A. TO OPERATE AND ACT EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSE OF THE SOCIETY OF MANUFACTURING ENGINEERS, A TAX-EXEMPT CHARITABLE ORGANIZATION WHICH IS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, (THE "CODE"), AND WHICH IS NOT A PRIVATE FOUNDATION, AS SUCH TERM IS DEFINED IN CODE SECTION 509, PURSUANT TO CODE SECTION 509(A)(2). B. THE SME EDUCATION FOUNDATION'S MISSION IS TO PREPARE THE FUTURE ENGINEERS AND TECHNOLOGISTS FOR MANUFACTURING CAREERS THROUGH OUTREACH PROGRAMS TO ENRICH STUDENTS TO STUDY SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS (STEM) IN ALIGNMENT WITH SME. C. TO OPERATE AND ACT EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES AS SUCH TERMS ARE USED IN CODE SECTION 501(C)(3). D. TO RECEIVE AND ADMINISTER ASSETS EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES AS SUCH TERMS ARE USED IN CODE SECTION 501(C)(3).

Program Service Accomplishments

Program 1
Expenses: $1,233,807 Revenue: $68,109

SCHOLARSHIPS: IN 2023 THE SME EDUCATION FOUNDATION AWARDED ACADEMIC SCHOLARSHIPS TO 183 GRADUATING HIGH SCHOOL SENIORS, CURRENT UNDERGRADUATES AND MASTERS OR DOCTORAL DEGREE STUDENTS PURSUING...

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SCHOLARSHIPS: IN 2023 THE SME EDUCATION FOUNDATION AWARDED ACADEMIC SCHOLARSHIPS TO 183 GRADUATING HIGH SCHOOL SENIORS, CURRENT UNDERGRADUATES AND MASTERS OR DOCTORAL DEGREE STUDENTS PURSUING POST-SECONDARY DEGREES IN MANUFACTURING ENGINEERING, MANUFACTURING TECHNOLOGY, AND RELATED FIELDS. TOTAL SCHOLARSHIP AWARDS DISTRIBUTED TO 123 HIGHER EDUCATIONAL INSTITUTIONS EQUALED $939,966.

Program 2
Expenses: $4,514,000 Revenue: $736,000

EDUCATIONAL PROGRAMS: THE PRIME (PARTNERHSIP RESPONSE IN MANUFACTURING EDUCATION) PROGRAM PROVIDES HIGH SCHOOL STUDENTS WITH HANDS-ON TRAINING AND MANUFACTURING SKILLS THROUGH ACCESS TO ADVANCED...

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EDUCATIONAL PROGRAMS: THE PRIME (PARTNERHSIP RESPONSE IN MANUFACTURING EDUCATION) PROGRAM PROVIDES HIGH SCHOOL STUDENTS WITH HANDS-ON TRAINING AND MANUFACTURING SKILLS THROUGH ACCESS TO ADVANCED TECHNOLOGIES, INDUSTRY-LED CURRICULUM, JOB SHADOWING AND MENTORING PROGRAMS. CASH, EQUIPMENT AND CURRICULUM TOTALING $3,635,598 WAS DONATED TO SCHOOLS IN THE PRIME NETWORK IN 2023.

Program 3
Expenses: $314,163

EDUCATIONAL EVENTS AND ACTIVITIES: PROJECTS INCLUDED SPONSORSHIP OF GIRL'S STEM CAMP AND SME STUDENT CHAPTER ASSISTANCE.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $11,476,153
Program Service Revenue $804,109
Investment Income $1,219,913
Other Revenue $0
TOTAL REVENUE $13,500,175

Expense Breakdown

Grants Paid $4,584,399
Salaries & Benefits $1,262,866
Fundraising Expenses $325,052
Program Expenses $6,061,970
Other Expenses $788,816
TOTAL EXPENSES $6,734,144

Year-over-Year Comparison

2023 2022 Change
Revenue $13,500,175 $2,711,665 +4.0%
Expenses $6,734,144 $7,977,995 -0.2%
Net Income $6,766,031 $-5,266,330 -2.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
16
Independent Members
16
Employees
11
Volunteers
163

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$1,157,383
Total Directors
18
$0
Key Employees
1
$272,292
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
FRANK ERVIN III PRESIDENT 4.00
Officer Director
$0 $0 $0
ERICA POWELL BELL VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
ANDREW JONES SECRETARY/TREASURER 2.00
Officer Director
$0 $0 $0
ADAM CLAYTOR DIRECTOR 2.00
Director
$0 $0 $0
VALERIE FREEMAN DIRECTOR 2.00
Director
$0 $0 $0
KIMBERLY GREEN DIRECTOR 2.00
Director
$0 $0 $0
JOE KANN DIRECTOR 2.00
Director
$0 $0 $0
ROBERT KOMLJENOVIC DIRECTOR 2.00
Director
$0 $0 $0
PETER MANCINI DIRECTOR 2.00
Director
$0 $0 $0
ART MCCLELLAN DIRECTOR 2.00
Director
$0 $0 $0
MARK MICHALSKI DIRECTOR 2.00
Director
$0 $0 $0
JOHN MILLER DIRECTOR 2.00
Director
$0 $0 $0
CHRISTOPHER RAKE DIRECTOR 2.00
Director
$0 $0 $0
KYLE RIEGEL DIRECTOR 2.00
Director
$0 $0 $0
MARION WELLS DIRECTOR 2.00
Director
$0 $0 $0
JOANNE WILLIAMS DIRECTOR 2.00
Director
$0 $0 $0
WINSTON F EREVELLES DIRECTOR - PART YEAR 2.00
Director
$0 $0 $0
ROBERT W IVESTER DIRECTOR - PART YEAR 2.00
Director
$0 $0 $0
ROBERT WILLIG EXECUTIVE DIRECTOR & CEO 4.00
Officer
$0 $58,330 $717,089
CRAIG CONNOP CHIEF FINANCIAL OFFICER 4.00
Officer
$0 $49,289 $440,294
ROBERT LUCE VP, SME EDUCATION FOUNDATION 50.00
Key Emp
$228,951 $43,341 $272,292
SHELLEY WOOLEY DIRECTOR, EDUCATION PROGRAMS 50.00
Highest
$133,931 $10,079 $144,010
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $13,500,175 $6,734,144 $34,031,281 $6,766,031
2022 $2,711,665 $7,977,995 $24,135,298 $-5,266,330
2021 $11,054,523 $3,765,745 $34,257,056 $7,288,778
2020 $2,762,932 $4,484,233 $26,838,033 $-1,721,301
2019 $6,219,030 $3,481,601 $27,110,002 $2,737,429
2018 $4,241,757 $3,380,136 $22,057,779 $861,621
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