2026-09-18T13:50:18-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2025-01-01 841576304 SOCIETY OF ECONOMIC GEOLOGISTS INC SOCI 7209817882 7811 SHAFFER PARKWAY LITTLETON CO 80127 DON BIRAK TREASURER 7209817882 2026-09-17 1 CORY SALITRIK CPA P02282581 4067281800 2026-09-01 2025 JENNIFER CRAIG 7811 SHAFFER PARKWAY LITTLETON CO 80127 5826117 0 X WWW.SEGWEB.ORG X 1930 CO THE SOCIETY OF ECONOMIC GEOLOGISTS IS A DIVERSE, GLOBAL COMMUNITY OF INDUSTRY PROFESSIONALS AND ACADEMICS COMMITTED TO ADVANCING THE SCIENCE, DISCOVERY, AND RESPONSIBLE STEWARDSHIP OF EARTH'S RESOURCES. THE SOCIETY SUPPORTS RESEARCH, SCIENTIFIC DISSEMINATION, EDUCATION, AND PROFESSIONAL DEVELOPMENT. WE CHAMPION INNOVATION, INTEGRITY, MENTORSHIP, AND PARTNERSHIPS FOR THE BENEFIT OF HUMAN SOCIETY. 16 15 16 95 0 0 769880 762153 2017338 2746264 1559989 1492781 0 3066 4347207 5004264 67466 86297 0 0 1627935 2026596 0 0 202445 2279965 2805394 3975366 4918287 371841 85977 22021712 23362027 695030 705021 21326682 22657006 X THE SOCIETY OF ECONOMIC GEOLOGISTS IS A DIVERSE, GLOBAL COMMUNITY OF INDUSTRY PROFESSIONALS AND ACADEMICS COMMITTED TO ADVANCING THE SCIENCE, DISCOVERY, AND RESPONSIBLE STEWARDSHIP OF EARTH'S RESOURCES. THE SOCIETY SUPPORTS RESEARCH, SCIENTIFIC DISSEMINATION, EDUCATION, AND PROFESSIONAL DEVELOPMENT. WE CHAMPION INNOVATION, INTEGRITY, MENTORSHIP, AND PARTNERSHIPS FOR THE BENEFIT OF HUMAN SOCIETY. 0 0 1975150 0 0 ADMINISTRATION AND MEMBER SERVICES FOR ALL MEMBERS. 1712407 86297 2109574 HOST OF CONFERENCES, COURSES AND FIELD TRIPS. 311570 0 636690 PUBLICATION OF "ECONOMIC GEOLOGY" JOURNAL, GUIDEBOOKS, "REVIEWS IN ECONOMIC GEOLOGY", "SEG NEWSLETTER AND OTHER RELATED PUBLICATIONS. 3999127 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ANNA THOMS 7205516425 7811 SHAFFER PARKWAY LITTLETON CO 80127 JENNIFER D CRAIG EXECUTIVE DIRECTOR 40.00 X X 418015 0 18651 ANNE J B THOMPSON PRESIDENT 1.00 X X 0 0 0 ALAN WILSON PRESIDENT-ELECT 1.00 X X 0 0 0 STEPHEN J PIERCEY PAST PRESIDENT 1.00 X X 0 0 0 HAROLD J NOYES TREASURER 1.00 X X 0 0 0 STANISLAW Z MIKULSKI SOCIETY FOR GEOLOGY PRESID 1.00 X X 0 0 0 JENS GUTZMER PUBLICATIONS CHAIR 1.00 X X 0 0 0 LEJUN ZHANG VP FOR STUDENT AFFAIRS 1.00 X X 0 0 0 JR ROWLAND VP FOR REGIONAL AFFAIRS 1.00 X X 0 0 0 JAN PASAVA SOCIETY FOR GEOLOGY SECRET 1.00 X X 0 0 0 ALINA GAIBOR COUNCILOR 1.00 X 0 0 0 SARAH A GLEESON COUNCILOR 1.00 X 0 0 0 ANTHONY C HARRIS COUNCILOR 1.00 X 0 0 0 ROBERT KAEMBA COUNCILOR 1.00 X 0 0 0 LIBBY R SHARMAN COUNCILOR 1.00 X 0 0 0 ROBERTO P XAVIER COUNCILOR 1.00 X 0 0 0 JOANNA THOMS FINANCE MANAGER 40.00 X 181131 0 27203 NATHANIEL PROCTOR EDUCATION & TRAINING STRATEGIST 40.00 X 128015 0 47540 JEFF DOYLE IT/WEBMASTER 40.00 X 125557 0 27746 852718 0 121140 4 0 1 0 THE SHERIDAN PRESS PO BOX 419813 BOSTON MA 02241 PRINTING OF JOURNAL 146168 1 595280 166873 20000 762153 CONFERENCE INCOME 541900 1615195 1615195 PUBLICATIONS 541900 636690 636690 FIELD TRIPS & OTHER 541900 253893 253893 CAP SPONSORSHIP REVENUE 541900 240486 240486 2746264 646634 646634 3066 3066 1668000 821853 846147 846147 846147 5004264 2746264 0 1495847 2377 2377 83920 83920 645000 334886 310114 1033544 831021 84817 117706 39633 33047 1003 5583 182357 154831 10510 17016 126062 98486 16940 10636 18279 18279 18714 18714 36815 36815 71489 71489 27373 9144 9467 8762 101770 93530 5061 3179 165467 140647 16547 8273 175827 149453 17582 8792 1477119 1409089 68030 153065 130105 15307 7653 PUBLICATIONS EXPENSE 311570 311570 FIELD TRIPS/EVENTS 201528 201528 MEMBERSHIP AND TRADE SH 46378 15493 16040 14845 4918287 3999127 716715 202445 684223 658714 127820 89865 26183 4869 117330 147530 5710335 3089627 2667128 2620708 18399028 19840341 22021712 23362027 137120 115379 557910 589642 695030 705021 X 15121072 15740628 6205610 6916378 21326682 22657006 22021712 23362027 85977 1244347 0 X X 0 1 X 1 0 X 729241 701319 748404 769880 762153 3710997 1513528 1302666 1828430 2017338 2746264 9408226 2242769 2003985 2576834 2787218 3508417 13119223 90000 130000 125000 125000 125000 595000 32168 80828 62784 57342 233122 122168 210828 187784 182342 125000 828122 12291101 648854 454584 533924 595723 649700 2882785 648854 454584 533924 595723 649700 2882785 2891623 2458569 3110758 3382941 4158117 16002008 0.76810 0.77660 0.18020 0.18950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3224084 445860 175827 3494117 3029111 341006 146033 3224084 2813040 365663 149592 3029111 3282180 -328660 140480 2813040 3051932 378650 148402 3282180 0.57071 0.42929 0 0 585328 585328 4454671 2483181 1971490 670336 606446 63890 2620708 X 6211796 1244347 1244347 4967449 36815 36815 5004264 4881472 0 4881472 36815 36815 4918287 PART V, LINE 4: AS SET FORTH IN THE FUNDING AGREEMENT, THE BUILDING FUND WAS ESTABLISHED FOR THE PURPOSE OF GENERATING INCOME TO BE USED TO DEFRAY THE ANNUAL OPERATING, MAINTENANCE, AND REASONABLE IMPROVEMENT EXPENSES FOR THE SOCIETY'S HEADQUARTERS BUILDING. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM ACTIVITIES NOT DIRECTLY RELATED TO THE SOCIETY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME DURING 2025 AND 2024. IN ACCORDANCE WITH GAAP, MANAGEMENT IS REQUIRED TO MAKE AN ASSESSMENT OF UNCERTAIN TAX POSITIONS THAT THEY BELIEVE WOULD NOT MEET A "MORE-LIKELY-THAN-NOT" STANDARD OF BEING SUSTAINED UNDER AN INCOME TAX AUDIT, AND TO RECORD A LIABILITY FOR ANY SUCH TAXES INCLUDING PENALTY AND INTEREST. MANAGEMENT OF THE SOCIETY HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF A LIABILITY AT DECEMBER 31, 2025 AND 2024. 1 SOUTH AMERICA 0 0 PROGRAM SERVICES GRANTMAKING 24200 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES GRANTMAKING 5740 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES GRANTMAKING 7310 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES GRANTMAKING 9465 NORTH AMERICA 0 0 PROGRAM SERVICES GRANTMAKING 23005 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES GRANTMAKING & ANNUAL CONFERENCE 1223551 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES GRANTMAKING 2960 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES GRANTMAKING 3190 SOUTH ASIA 0 0 PROGRAM SERVICES GRANTMAKING 3735 0 0 0 0 0 0 1299421 3735 1303156 GRANT SOUTH AMERICA 20 24200 WIRE GRANT EAST ASIA AND THE PACIFIC 5 5740 WIRE GRANT SUB-SAHARAN AFRICA 6 7310 WIRE GRANT EUROPE (INCLUDING ICELAND & GREENLAND) 8 9465 WIRE GRANT NORTH AMERICA 15 23005 WIRE GRANT EAST ASIA AND THE PACIFIC 2 4315 WIRE GRANT MIDDLE EAST AND NORTH AFRICA 2 2960 WIRE GRANT EAST ASIA AND THE PACIFIC 2 3190 WIRE GRANT SOUTH ASIA 3 3735 WIRE 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION ENCOURAGES THE FORMATION OF STUDENT CHAPTERS AND SUPPORTS THEIR ACTIVITIES IN VARIOUS WAYS. AN IMPORTANT ASPECT OF THE ORGANIZATION'S SUPPORT IS DIRECT FINANCIAL CONTRIBUTIONS VIA THE STEWART R. WALLACE FUND TO STUDENT CHAPTER ACTIVITIES THAT AIM TO PROMOTE THE ORGANIZATION'S OBJECTIVES. IN DETERMINING THE AMOUNT OF DIRECT FINANCIAL SUPPORT TO DISTRIBUTE TO STUDENT CHAPTERS, THE ORGANIZATION HAS DEVELOPED AN ANNUAL REPORT CONTAINING SPECIFIC CRITERIA FOR ELIGIBILITY FOR FUNDS FOR EACH CHAPTER. THE ANNUAL REPORT INCLUDES A FINANCIAL ASSESSMENT (INCLUDING AN ANNUAL BUDGET), DETAILED INFORMATION ABOUT EACH CHAPTER'S ACTIVITIES, AND OTHER DOCUMENTATION TO ENSURE THEY MEET THE OBJECTIVES AND BYLAWS OF THE ORGANIZATION, AND TO ENSURE GOOD COMMUNICATION TO ALL THE SECTORS OF THE ORGANIZATION. FUNDS ARE NOT AVAILABLE TO SUPPORT INDIVIDUALS OR GROUPS TO ATTEND A MEETING OR CONFERENCE. THE GRANTS GENERALLY RANGE FROM $500 TO $1,500 FOR EACH CHAPTER AND ARE JUDGEMENT BASED. SEG ALSO PROVIDES TRAVEL GRANTS FOR STUDENTS ON THE MJF MAPPING COURSE, AND FOR ATTENDANCE AT THE ANNUAL CONFERENCE. X 1 1 X X 0 0 0 0 0 0 0 0 0 JENNIFER D CRAIG EXECUTIVE DIRECTOR 371377 0 45000 0 1638 0 18651 0 0 0 436666 0 0 0 JOANNA THOMS FINANCE MANAGER 157385 0 23350 0 396 0 7889 0 19314 0 208334 0 0 0 NATHANIEL PROCTOR EDUCATION & TRAINING STRATEGIST 114549 0 11906 0 1560 0 5805 0 41735 0 175555 0 0 0 JEFF DOYLE IT/WEBMASTER 116767 0 8700 0 90 0 5843 0 21903 0 153303 0 0 0 PART I, LINE 1A THE ORGANIZATION REIMBURSES JENNIFER D. CRAIG THE EXECUTIVE DIRECTOR FOR MEDICAL, DENTAL, AND VISION INSURANCE PREMIUMS. THE REIMBURSEMENT IS TREATED AS TAXABLE COMPENSATION AND IS GROSSED UP TO OFFSET THE ASSOCIATED INCOME TAX INCURRED BY THE EXECUTIVE DIRECTOR. THE GROSS-UP AMOUNTS ARE INCLUDED IN REPORTABLE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS, STUDENT MEMBERS, AND FELLOWS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN GOVERNANCE DECISIONS ARE SUBJECT TO MEMBER APPROVAL. UNDER THE BYLAWS, FELLOWS OF THE ORGANIZATION HAVE THE RIGHT TO VOTE ON AMENDMENTS TO THE ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B PDF COPY OF THE FORM 990 IS SENT OUT TO THE EXECUTIVE COMMITTEE MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL COUNCIL MEMBERS AND OFFICERS, INCLUDING THE EXECUTIVE DIRECTOR. COVERED INDIVIDUALS ARE REQUIRED TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE PRESIDENT REVIEWS DISCLOSED INTERESTS AND DETERMINES THE APPROPRIATE COURSE OF ACTION, WHILE THE EXECUTIVE DIRECTOR MONITORS PROPOSED AND ONGOING TRANSACTIONS AND REPORTS POTENTIAL OR ACTUAL CONFLICTS TO THE PRESIDENT. DEPENDING ON THE CIRCUMSTANCES, ACTIONS MAY INCLUDE NO ACTION, DISCLOSURE TO THE COUNCIL, RECUSAL FROM RELATED DISCUSSIONS OR DECISIONS, RESIGNATION, OR REMOVAL IN ACCORDANCE WITH THE ORGANIZATION'S PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION MAINTAINS A SALARY REVIEW COMMITTEE TO EVALUATE PERFORMANCE AND RECOMMEND COMPENSATION BASED ON INDEPENDENT SALARY SURVEY. THE ORGANIZATION UTILIZES REVIEW COMMITTEE INPUT TO EVALUATE PERFORMANCE AND RECOMMEND COMPENSATION FOR STAFF MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REASONABLE REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS REMAINS THE SAME AS THE PRIOR YEAR.