INSTITUTE OF INDUSTRIAL AND SYSTEMS ENGINEERS INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE OF INDUSTRIAL AND SYSTEMS ENGINEERS INC (EIN 13-1926850)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-12
- IRS object ID
- 202440439349301714
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-12T14:11:05-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581763570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jones and Kolb | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3475 Piedmont Road NE Suite 1500 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131926850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Institute of Industrial and Systems | BusinessNameLine1Txt |
| Business Name Line2 | Engineers Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 7704490461 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3577 Parkway Lane Building 5 200 | AddressLine1Txt |
| City | Norcross | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Don Greene | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7704490461 | PhoneNum |
| Signature | 2024-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Don | PersonFirstNm |
| Person Last | Greene | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ann M Thompson | PreparerPersonNm |
| PTIN | P00719770 | PTIN |
| Phone | 4042627920 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Don Greene | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3577 Parkway Lane Building 5 200 | AddressLine1Txt |
| City | Norcross | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,356,848 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.iise.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | To provide knowledge, training, networking opportunities and recognition to enhance the skills and effectiveness of the industrial and systems engineering profession and those individuals involved with improving quality and productivity. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 2677 | TotalVolunteersCnt |
| Total Gross UBI | $113,494 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $481,579 | PYContributionsGrantsAmt |
| CY Contributions Grants | $542,817 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,410,507 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,383,419 | CYProgramServiceRevenueAmt |
| PY Investment Income | $238,785 | PYInvestmentIncomeAmt |
| CY Investment Income | $222,524 | CYInvestmentIncomeAmt |
| PY Other Revenue | $55,417 | PYOtherRevenueAmt |
| CY Other Revenue | $13,751 | CYOtherRevenueAmt |
| PY Total Revenue | $4,186,288 | PYTotalRevenueAmt |
| CY Total Revenue | $5,162,511 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $88,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $95,014 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,502,456 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,551,998 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,135,144 | PYOtherExpensesAmt |
| CY Other Expenses | $2,992,303 | CYOtherExpensesAmt |
| PY Total Expenses | $4,726,350 | PYTotalExpensesAmt |
| CY Total Expenses | $5,639,315 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$540,062 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$476,804 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,759,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,455,693 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,238,541 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,733,742 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,521,019 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $721,951 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | This Corporation is organized and shall be operated exclusively for scientific, educational and charitable purposes. In the furtherance of such purposes, it shall be authorized: (A) To advance the general welfare of mankind through the resources and creative abilities of the industrial and systems engineering profession; (B) To advance the art and science of industrial and systems engineering for the general welfare of mankind; (C) To encourage and assist education and research in the art and science of industrial and systems engineering; (D) To promote the unrestricted dissemination of knowledge and information by means of meetings and publications relating to the art and science of industrial and systems engineering; (E) To assist colleges and universities in the development of educational programs in the art and science of industrial and systems engineering. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,868,535 | ExpenseAmt |
| Revenue | $3,302,818 | RevenueAmt |
| Desc | Conferences & Seminars - Four conferences and 146 seminars serving 4,774 attendees promoting industrial and systems engineering. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,100,273 | ExpenseAmt |
| Revenue | $749,300 | RevenueAmt |
| Desc | Member Services - Assist all members (20,632) in the dissemination of educational information such as periodicals, books, conferences, seminars and technical referrals so as to advance the professional needs of the industrial and systems engineering community. As part of member services, the Organization also issued the following publications promoting industrial and systems engineering: ISE Magazine (monthly, circulation 5,835), Industrial Management (6/year, circulation 382), Engineering Economist (quarterly, circulation 71), Transactions (monthly, circulation 52), Transactions on Healthcare Systems Engineering (quarterly, circulation 50), Transactions on Occupational Ergonomics (quarterly, circulation 241). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $345,854 | ExpenseAmt |
| Grant | $95,014 | GrantAmt |
| Revenue | $231,458 | RevenueAmt |
| Desc | Various other programs | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,314,662 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 66 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JJ Koran | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7703491111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3577 Parkway Lane Bldg 5 Ste 200 | AddressLine1Txt |
| City | Norcross | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30092 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Amanda Mewborn | ||||||||
| President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Eileen Van Aken | ||||||||
| President-Elect | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bopaya Bidanda | ||||||||
| Immediate Past President | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Janis Terpenny | ||||||||
| Sr. VP - Academic | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Young-Jun Son | ||||||||
| Sr. VP - Continuing Education | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Renee Thiesing | ||||||||
| Sr. VP - Industry | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Gino Lim | ||||||||
| Sr. VP - International Operations | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ron Askin | ||||||||
| Sr. VP - Publications | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jennifer Cross | ||||||||
| Sr. VP - North American Operations | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rohan Shirwaiker | ||||||||
| Sr. VP - Technical Operations | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Don Greene | ||||||||
| Chief Executive Officer | 40.00 | Yes (X) | $288,637 | $0 | $57,185 | |||
| Donna Calvert | ||||||||
| Chief Operating Officer | 40.00 | Yes (X) | $191,471 | $0 | $17,789 | |||
| JJ Koran | ||||||||
| Finance and IT Manager | 40.00 | Yes (X) | $134,940 | $0 | $16,895 | |||
| James Swisher | ||||||||
| Director of Continuing Education | 40.00 | $163,306 | $0 | $4,958 | Yes (X) | |||
| Douglas Long | ||||||||
| Manager | 40.00 | $154,557 | $0 | $23,928 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $932,911 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $120,755 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Duane Harder Audio Visual | |||||
| 4184 Longfellow Drive | Nashville | TN | 37214 | Audio Visual | $279,988 |
| LSC Communications US LLC | |||||
| PO Box 932987 | Cleveland | OH | 44193 | Publisher | $103,074 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $477,900 | GovernmentGrantsAmt |
| All Other Contributions | $64,917 | AllOtherContributionsAmt |
| Total Contributions | $542,817 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Conferences & Seminars | 541900 | $3,302,818 | $3,302,818 | |
| Member Services | 541900 | $749,300 | $749,300 | |
| Publications | 541900 | $176,434 | $176,434 | |
| Publications - Advertising | 541800 | $113,494 | $113,494 | |
| Societies, Divisions & Int Gps | 541900 | $41,373 | $41,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,383,419 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,163 | TotalRevenueColumnAmt |
| Exclusion | $96,163 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,320,698 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,194,337 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $126,361 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,361 | TotalRevenueColumnAmt |
| Exclusion | $126,361 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $13,751 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,751 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,751 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,162,511 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,283,676 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $113,494 | UnrelatedBusinessRevenueAmt |
| Exclusion | $222,524 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,014 | TotalAmt |
| Program Services | $95,014 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,000 | TotalAmt |
| Program Services | $304,840 | ProgramServicesAmt |
| Management And General | $299,160 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,499,370 | TotalAmt |
| Program Services | $1,090,001 | ProgramServicesAmt |
| Management And General | $409,369 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,493 | TotalAmt |
| Program Services | $22,874 | ProgramServicesAmt |
| Management And General | $11,619 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,403 | TotalAmt |
| Program Services | $177,327 | ProgramServicesAmt |
| Management And General | $90,076 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,732 | TotalAmt |
| Program Services | $97,305 | ProgramServicesAmt |
| Management And General | $49,427 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,305 | TotalAmt |
| Program Services | $47,905 | ProgramServicesAmt |
| Management And General | $21,400 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,000 | TotalAmt |
| Management And General | $22,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,717 | TotalAmt |
| Management And General | $27,717 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,235 | TotalAmt |
| Program Services | $25,617 | ProgramServicesAmt |
| Management And General | $12,618 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,117 | TotalAmt |
| Program Services | $64,362 | ProgramServicesAmt |
| Management And General | $115,755 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,517 | TotalAmt |
| Program Services | $133,352 | ProgramServicesAmt |
| Management And General | $37,165 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,801 | TotalAmt |
| Program Services | $184,117 | ProgramServicesAmt |
| Management And General | $90,684 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,522 | TotalAmt |
| Program Services | $6,582 | ProgramServicesAmt |
| Management And General | $940 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,849,828 | TotalAmt |
| Program Services | $1,827,368 | ProgramServicesAmt |
| Management And General | $22,460 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,109 | TotalAmt |
| Program Services | $61,043 | ProgramServicesAmt |
| Management And General | $30,066 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,055 | TotalAmt |
| Program Services | $3,845 | ProgramServicesAmt |
| Management And General | $6,210 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Publications | $193,944 | $137,627 | $56,317 |
| Miscellaneous | $21,929 | $18,659 | $3,270 |
| Image improvement | $18,400 | $18,400 | |
| Member Services | $16,824 | $16,824 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,639,315 | TotalAmt |
| Program Services | $4,314,662 | ProgramServicesAmt |
| Management And General | $1,324,653 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,242,386 | BOYAmt |
| EOY | $1,145,430 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,396 | BOYAmt |
| EOY | $164,195 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,452 | BOYAmt |
| EOY | $903 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,254 | BOYAmt |
| EOY | $168,665 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,807,438 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,419,636 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,548 | BOYAmt |
| EOY | $387,802 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,704,524 | BOYAmt |
| EOY | $2,093,437 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $10,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,485,261 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,759,560 | BOYAmt |
| EOY | $5,455,693 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,096,675 | BOYAmt |
| EOY | $1,266,631 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,034 | BOYAmt |
| EOY | $115,618 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,376,784 | BOYAmt |
| EOY | $1,647,993 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,900 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,148 | BOYAmt |
| EOY | $1,703,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,238,541 | BOYAmt |
| EOY | $4,733,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,725 | BOYAmt |
| EOY | -$263,022 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,082,294 | BOYAmt |
| EOY | $984,973 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,521,019 | BOYAmt |
| EOY | $721,951 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,759,560 | BOYAmt |
| EOY | $5,455,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$476,804 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$322,264 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $862,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $817,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $763,663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,236,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,292,117 | CurrentTaxYearAmt |
| Total | $4,972,028 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,329,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,151,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,696,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,606,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,534,376 | CurrentTaxYearAmt |
| Total | $16,318,793 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,192,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,968,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,460,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,842,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,826,493 | CurrentTaxYearAmt |
| Total | $21,290,821 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,290,821 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $168,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,889 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,163 | CurrentTaxYearAmt |
| Total | $719,559 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $168,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,889 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,163 | CurrentTaxYearAmt |
| Total | $719,559 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,360,813 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,162,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,602,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,961,455 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,922,656 | CurrentTaxYearAmt |
| Total | $22,010,380 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96290 | PublicSupportPY509Pct |
| Investment Income CY | 0.03270 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03710 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $212,765 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$10,931 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,634 | GrantsOrScholarshipsAmt |
| End Year Balance | $191,200 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $214,607 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,289 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,131 | GrantsOrScholarshipsAmt |
| End Year Balance | $212,765 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $191,200 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $39,424 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,017 | GrantsOrScholarshipsAmt |
| End Year Balance | $214,607 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $191,200 | BeginningYearBalanceAmt |
| End Year Balance | $191,200 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $191,200 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,502 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,502 | GrantsOrScholarshipsAmt |
| End Year Balance | $191,200 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,531 | OtherCostOrOtherBasisAmt |
| Depreciation | $77,376 | DepreciationAmt |
| Book Value | $1,155 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,043,365 | OtherCostOrOtherBasisAmt |
| Depreciation | $885,813 | DepreciationAmt |
| Book Value | $157,552 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $685,542 | OtherCostOrOtherBasisAmt |
| Depreciation | $456,447 | DepreciationAmt |
| Book Value | $229,095 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $387,802 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right of Use Asset | Desc |
| Book Value | $1,485,261 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,485,261 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease Payable | Desc |
| Amt | $1,703,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,703,500 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | The Institute's endowment funds are used to fund scholarships awarded by the Institute. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships to engineering students involved in undergraduate studies of industrial and systems engineering at various universities and colleges throughout the U.S. | GrantTypeTxt |
| Recipient | 55 | RecipientCnt |
| Cash Grant | $95,014 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The student awarded the scholarship has to submit an original school transcript proving they are maintaining at least a 3.40 GPA and are full-time (Co-op does not count as full-time). They are required to provide a transcript when they register for the fall semester and another one when they register for the spring semester. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Don Greene | ||||||||||||||
| Chief Executive Officer | $288,637 | $0 | $0 | $0 | $0 | $0 | $28,600 | $0 | $28,585 | $0 | $345,822 | $0 | $0 | $0 |
| Donna Calvert | ||||||||||||||
| Chief Operating Officer | $191,471 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,789 | $0 | $209,260 | $0 | $0 | $0 |
| Douglas Long | ||||||||||||||
| Manager | $154,557 | $0 | $0 | $0 | $0 | $0 | $4,796 | $0 | $19,132 | $0 | $178,485 | $0 | $0 | $0 |
| James Swisher | ||||||||||||||
| Director of Continuing Education | $163,306 | $0 | $0 | $0 | $0 | $0 | $4,958 | $0 | $0 | $0 | $168,264 | $0 | $0 | $0 |
| JJ Koran | ||||||||||||||
| Finance and IT Manager | $134,940 | $0 | $0 | $0 | $0 | $0 | $4,073 | $0 | $12,822 | $0 | $151,835 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The Institute has members who pay an annual membership fee. |
| Form 990, Part VI, Section A, line 7a | The Institute's members elect the Board of Trustees, Regional Vice Presidents and Society Vice Presidents. |
| Form 990, Part VI, Section A, line 7b | Any change to the Constitution requires a vote by the members; members also elect the Board of Trustees and other key volunteer leaders. |
| Form 990, Part VI, Section B, line 11b | The Board of Trustees has voted to allow the three Presidents to act on their behalf. The Form 990 is reviewed by the three Presidents, the Financial Director and the Executive Director before filing. |
| Form 990, Part VI, Section B, line 12c | At the March Board of Trustees meeting, the policy is reviewed with new Trustees. Every new hire is required to sign the policy and existing employees are updated as necessary. |
| Form 990, Part VI, Section B, line 15 | The process for evaluating the Executive Director and determining his compensation is defined in his employment contract, which was implemented by the Personnel Committee. The ED is evaluated on goals and objectives that the Personnel Committee establishes prior to the start of the fiscal year. The members of the Personnel Committee rate the performance of the Executive Director in each area. In addition, the Committee reviews benchmarking data, including comparable survey data from the Council of Engineering and Scientific Society Executives (CESSE), the American Society of Association Executives (ASAE), and other relevant data, including various surveys conducted on non-profit executive compensation. Relevant comparisons are drawn in the following categories: overall, southern region, 501(C)(3), budget size, staff size and tenure in position. This data is provided to the Personnel Committee between December and February. The Committee members meet with the ED in February and March to discuss the matter. The members of the Committee also meet privately without the ED. Based on the evaluation, ratings, survey data and discussions, the Committee reaches a decision regarding compensation. A letter is sent to the ED that is signed by all members of the Committee that states the decision. The letter is copied to Donna Calvert, IISE's COO, to ensure transparency. |
| Form 990, Part VI, Section C, line 19 | The Institute makes its governing documents available on its website and makes the conflict of interest policy and financial statements available by request. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IISE Solutions Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3577 Parkway Lane Ste 200 | AddressLine1Txt |
| City | Norcross | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463124857 | EIN |
| Primary Activities | Consulting Services | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Institute of Industrial and Systems Engineers Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$4,980 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $277,864 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |