SME EDUCATION FOUNDATION Charity Report

Public IRS 990 nonprofit record

SME EDUCATION FOUNDATION

EIN 38-2746841 · Education (B122)

What they do

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 FOUNDATIONS 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).

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $89.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

108.23%of revenue went to mission work89.5% of expenses · Program services

6.84%of revenue went to fundraising5.7% of expenses

$120.92spent for every $100 of revenueSpending was higher than revenue this year.

5.85%of revenue went to management and office costs4.8% of expenses

$3.28in assets for every $1 spent this yearSome assets cannot be spent right away.

76.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $1,678,272 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $305,673 for ROBERT LUCE (VP, SME EDUCATION FOUNDATION). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$8,020,945

Mission workProgram services$8,681,211108.23% of revenue89.5% of expenses

ManagementOffice and general costs$469,0815.85% of revenue4.8% of expenses

FundraisingAsking for donations$548,9256.84% of revenue5.7% of expenses

Total expenses$9,699,217120.92% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 89.5% mission · 4.8% management · 5.7% fundraisingTotal expenses: 120.92% of revenue

2023Expense mix: 90.0% mission · 5.2% management · 4.8% fundraisingTotal expenses: 49.88% of revenue

2022Expense mix: 91.3% mission · 7.3% management · 1.4% fundraisingTotal expenses: 294.21% of revenue

2021Expense mix: 76.1% mission · 18.1% management · 5.9% fundraisingTotal expenses: 34.07% of revenue

2020Expense mix: 76.1% mission · 18.2% management · 5.7% fundraisingTotal expenses: 162.30% of revenue

2019Expense mix: 63.1% mission · 28.3% management · 8.6% fundraisingTotal expenses: 55.98% of revenue

2018Expense mix: 70.8% mission · 17.7% management · 11.5% fundraisingTotal expenses: 79.69% of revenue

2017Expense mix: 66.2% mission · 21.6% management · 12.2% fundraisingTotal expenses: 76.58% of revenue

Money in and money out

Revenue$8,020,945

Expenses$9,699,217

Annual shortfall $1,678,272 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$8,681,211 · 89.5% of expenses

Management and office costs$469,081 · 4.8% of expenses

Fundraising$548,925 · 5.7% of expenses

See all reported dollar amounts

Revenue$8,020,945

Expenses$9,699,217

Assets$31,767,607

Income$10,466,759

Contributions$6,093,162

Mission work (program services)$8,681,211

Fundraising$548,925

Grants given$19,647,057

Average grant$78,588

Management and general$469,081

Stocks and bonds$25,191,712

Accounting fees$55,056

Investing fees$39,916

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ROBERT LUCEVP, SME EDUCATION FOUNDATION · 50 hrs/week $305,673Base $258,657 · Other $47,016

SHELLEY WOOLEYDIRECTOR, EDUCATION PROGRAMS · 50 hrs/week $148,568Base $138,832 · Other $9,736

RONALD SCOZZARIMANAGER, EDUCATION PROGRAMS · 50 hrs/week $137,279Base $108,441 · Other $28,838

CHRISTIAN JENSENDIRECTOR, INSTITUTIONAL GIVING · 50 hrs/week $129,851Base $116,748 · Other $13,103

ROBERT WILLIGEXECUTIVE DIRECTOR & CEO · 4 hrs/week $61,379Base · Other $61,379

CRAIG CONNOPCHIEF FINANCIAL OFFICER · 4 hrs/week $50,888Base · Other $50,888

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

ROBERT LUCEVP, SME EDUCATION FOUNDATION

SHELLEY WOOLEYDIRECTOR, EDUCATION PROGRAMS

RONALD SCOZZARIMANAGER, EDUCATION PROGRAMS

CHRISTIAN JENSENDIRECTOR, INSTITUTIONAL GIVING

ROBERT WILLIGEXECUTIVE DIRECTOR & CEO

CRAIG CONNOPCHIEF FINANCIAL OFFICER

KATE KREAMERDIRECTOR

VALERIE FREEMANDIRECTOR

ROBERT KOMLJENOVICDIRECTOR

PETER MANCINIDIRECTOR

MATTHEW HILGENDORFDIRECTOR

MARK MICHALSKIDIRECTOR

KYLE RIEGELDIRECTOR

ADAM CLAYTORDIRECTOR

JOHN MILLERDIRECTOR

JOE KANNDIRECTOR

JOANNE WILLIAMSDIRECTOR

FRANK ERVIN IIIPRESIDENT

ERICA POWELL BELLVICE PRESIDENT

CHRISTOPHER RAKEDIRECTOR

ART MCCLELLANDIRECTOR

ANDREW JONESSECRETARY/TREASURER

About this charity

Recognized since: January 1987
Location: 1000 TOWN CENTER 1910, SOUTHFIELD, MI 48075
County: Oakland
In care of: CRAIG CONNOP
Primary officer: CRAIG CONNOP, CFO

How to reach them

WebsiteVisit the charity’s website Phone(313) 425-3000

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: PLANTE & MORAN PLLC
NTEE classification: Education (B122)
Grant-giving organization: Yes