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INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC (EIN 13-1656633)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202413189349309326
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-11-13T15:54:42+00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

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EIN131656633EIN

Business Name BusinessName

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Business Name ControlINSTBusinessNameControlTxt
Phone7329810060PhoneNum

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ZIP08854ZIPCd

Business Officer BusinessOfficerGrp

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Phone7329810060PhoneNum
Signature2024-11-13SignatureDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

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Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption2038GroupExemptionNum
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Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
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Activity Or MissionAdvancing Technology for Humanity. IEEE and its members inspire a global community through professional and educational activities, technical publications, conferences, and technology standards, envisioning a sustainable future. IEEE is focused on engaging, inspiring, and leading global communities to address critical challenges through technology. From sustainability efforts to initiatives on how to ensure artificial intelligence applications follow industry standards, IEEE continues to have a strong voice in how we can provide leadership for these crucial efforts.ActivityOrMissionDesc
Voting Members Governing Body31VotingMembersGoverningBodyCnt
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PY Grants And Similar Paid$6,777,824PYGrantsAndSimilarPaidAmt
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CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
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PY Revenues Less Expenses$94,184,952PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$115,282,790CYRevenuesLessExpensesAmt
Total Assets BOY$1,142,179,318TotalAssetsBOYAmt
Total Assets EOY$1,331,862,893TotalAssetsEOYAmt
Total Liabilities BOY$262,476,837TotalLiabilitiesBOYAmt
Total Liabilities EOY$290,714,058TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$879,702,481NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,041,148,835NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMISSION STATEMENT: IEEE's core purpose is to foster technological innovation and excellence for the benefit of humanity. VISION STATEMENT: IEEE will be essential to the global technical community and to technical professionals everywhere and be universally recognized for the contributions of technology and of technical professionals in improving global conditions.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$176,947,236ExpenseAmt
Grant$5,500GrantAmt
Revenue$219,040,948RevenueAmt
DescCONFERENCES: In 2023, IEEE conferences continued to showcase the latest groundbreaking research, while exploring new strategies to promote sustainability and accessibility. As a part of IEEE's efforts to reduce the environmental impact of its conferences, IEEE joined the Net Zero Carbon Events Initiative, a leading industry initiative to address climate change. Virtual, in-person, and hybrid options provide networking opportunities, access to cutting edge technical literature, resources for continuing education, and innovative collaboration. In 2023, IEEE sponsored 2,121 conferences with 562,030 attendees. The 2023 IEEE International Conference on Acoustics, Speech and Signal Processing (ICASSP) returned to an in-person experience in Rhodes Island, Greece, breaking records in participation with an increase of 50% in papers and more than 4,000 participants. The success of this returning summit proves the central role of signal processing in the development and success of AI. The IEEE International Conference on Robotics and Automation (ICRA) was hosted in London and set an all-time attendance record with 6,000 participants. The conference roster featured the most influential and innovative figures in the world of robotics and automation delivering plenary speeches, workshops, business talks, and other interactive activities. The IEEE Bangladesh Section and IEEE Kerala Section jointly organized the 9th IEEE International Women in Engineering (WIE) Conference in Kerala, India, uniting leaders of academic research and scholars to exchange their experiences and research.Desc

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Expense$172,179,065ExpenseAmt
Revenue$253,833,407RevenueAmt
DescPERIODICALS: The IEEE Xplore(R) Digital Library is one of the world's largest collections of technical literature in engineering, computer science and related technologies with over 6.1 million documents available in its vast repository. In 2023, IEEE published 244,578 conference articles and 91,020 journal and magazine articles. IEEE's publishing program, in its efforts to drive enhancements in sustainability, had regular additions to the IEEE Climate Change Collection, featuring articles on the causes, mitigation, and adaption of climate change. IEEE continues to deliver groundbreaking research in its industry-leading publications and share its technical expertise around the world on the technologies that will shape the future. In 2023, IEEE reached a new milestone with over 100,000 open access articles published and now available in the IEEE Xplore Digital Library. Articles are from IEEE's hybrid journals, fully open access journals, and IEEE Access, which celebrated its 10-year publishing Anniversary this year. To commemorate the occasion, IEEE curated a collection of the top 10 most impactful IEEE Access articles over the last decade. IEEE reached a three-year open access agreement with Hellenic Academic Libraries Link (HEAL-Link), a consortium of over 43 Greek universities and institutions, as well as CRUE, a consortium of Spanish Universities. Greek and Spanish researchers belonging to participating institutions may now publish open access articles in approximately 200 IEEE journals and magazines, making them instantly available to the general public at no cost. IEEE maintains its position as one of the top publishers of science and technology journals, continuing to be a trusted source for communicating quality technical information that will help inspire and share the next breakthrough technologies.Desc

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Expense$120,014,031ExpenseAmt
Grant$8,439,961GrantAmt
Revenue$46,403,408RevenueAmt
DescMEMBERSHIP & PUBLIC IMPERATIVES: IEEE is a public charity with a global presence, but its impact starts at the local level, through its members and volunteers who actively work to improve the lives of others. IEEE serves as the home where like-minded and passionate individuals join together and help push technology to new frontiers. With 344 sections and more than 4,000 chapters worldwide, IEEE facilitates the active participation of thousands of members and volunteers, who help contribute to the IEEE mission. In 2023, IEEE had a total of 460,709 members from more than 190 countries worldwide, including 171,056 student members, and 391,074 society members from the 39 Technical Societies. In 2023 IEEE members and volunteers collaborated with leading organizations and continued delivering on technological advancements and solutions to address the world's most pressing challenges to shape a better future. COLLABORATING ON CLIMATE CHANGE: IEEE acts as a conduit, enabling collaboration between technology and engineering professionals, policymakers, and other organizations to foster on-going dialogue on sustainable energy policies and practices. A) The IEEE Technology Center for Climate was established to support collaboration and knowledge sharing with leading institutions to explore and implement technology to address climate change. B) IEEE climate change inventory of activities was developed to identify opportunities for further collaboration within IEEE and with other organizations. C) The "Net Zero Warriors" initiative was launched to motivate and facilitate key innovation and technology challenges in energy transition, to enable decarbonization across the energy spectrum. D) IEEE's Climate Change website (https://climate-change.ieee.org/) makes IEEE resources on climate change broadly accessible, allowing members and non-members to collaborate, participate, and engage with the IEEE Climate Change community. E) 2023 IEEE Sections Congress brought together over 1,000 participants from IEEE Sections across the globe and featured a Climate Change Pavilion highlighting over 50 climate change projects executed by local Sections, Societies, IEEE Young Professionals and more in support of sustainability efforts. FOCUS ON EDUCATION: IEEE continues to lead in the area of engineering and technology education, providing resources for pre-university, university, and continuing professional education. From innovative STEM and pre-university education and recognition programs through continuing professional education for practitioners and engineering faculty, IEEE inspires lifelong learning. A) The IEEE TryEngineering program empowers educators to foster the next generation of technology innovators, affording teachers the tools to integrate sustainability themes into lesson plans to encourage students. The IEEE TryEngineering website features a collection of resources including activities, lessons, and new in 2023, a specialized section on Climate Change. B) The IEEE EPICS in IEEE Access & Abilities Competition challenged IEEE student teams across the United States to develop engineering solutions to address accessibility challenges. Student projects included a soft exosuit for ambulatory patients with spinal muscular atrophy, a smart E-TRIKE with detachable wheels for disabled students, and a self-navigating robotic walking aid for the elderly. C) IEEE Education Week - a weeklong celebration of lifelong learning - highlights the diverse educational programs and resources available throughout IEEE for students, educators, and technical professionals. The second annual IEEE Education Week featured over 180 local and regional events, panels, talks, and workshops. D) IEEEXtreme, a global challenge in which thousands of teams of IEEE student members compete in a 24-hour time span to solve a set of real-world programming problems, continues to be popular with the next generation of technologists. More than 7,000 teams (17,000 individual team members) across 69 countries participated in IEEEXtreme 17.0. TECH ETHICS: IEEE continues to be very active in the intersection between technology and ethics. A) The IEEE TechEthics website (https://techethics.ieee.org/) provides access to technology ethics resources and information from across IEEE including education modules, articles, session recordings and ethics frameworks. B) The IEEE Standard for Age Appropriate Digital Services (IEEE 2089TM), which supports the growing need for designing digital products and services with the best interests of children in mind, has served as the foundation for laws in the UK and other regions. C) IEEE-USA hosted three meetings with the Congressional AI caucus where it shared insights on AI technology and workforce issues. IEEE-USA worked directly with federal regulators and congressional offices to help craft the rules that will govern AI technology in the United States. DIVERSITY AND INCLUSION: The IEEE Diversity and Inclusion Committee continued to incorporate DEI practices into IEEE Policies and Procedures throughout the organization. A volunteer toolkit was launched to bolster DEI initiatives throughout the IEEE community and support these ongoing activities in this area. HUMANITARIAN EFFORTS WORLDWIDE: IEEE is proud to engage and collaborate with global communities to help make our world a more sustainable, humane, and prosperous place. The IEEE Humanitarian Activities Committee (HAC) and Special Interest Group on Humanitarian Technology (SIGHT) funded and implemented numerous life-changing programs in 2023. A) IEEE Uganda Section installed a solar system comprised of six solar panels, two batteries, one inverter and a charging port to provide sustainable and clean energy to the Nyakinengo Health Centre, directly benefiting over 500 current patients and their families. B) IEEE Ecuador Section used its funding to implement a smart irrigation system to improve land production of crops, benefiting more than 350 people in the rural community of Cruz Loma. C) IEEE Malaysia Section designed and deployed an integrated solar lighting and camera surveillance system for a fishing village of 200 residents, to allow better understanding of crocodiles and their behavior in the area. D) IEEE Argentina Section set up a community garden, cheese production operations and refrigeration system to empower residents to engage in new income-generating activities. IEEE's Mobile Outreach Vehicle (MOVE) continues its mission to assist victims of natural disasters where volunteers provided critical communications infrastructure and support to federal resource centers and American Red Cross responders working in impacted communities. In 2023, IEEE expanded the MOVE program to provide outreach services to India and the Caribbean. More than 50 portable emergency solar mobile chargers and easily deployable solutions were assembled throughout the country of India. In 2023 IEEE MOVE responded to three disaster events in the United States - Hurricane Lee in New England, Hurricane Idalia in Florida, and the Mississippi tornados.Desc

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DescSTANDARDS: The IEEE Standards Association approved 188 new standards in 2023 for publication addressing biases, safety, privacy, transparency, and corporate governance to help ensure scientific integrity for the public. IEEE continued to grow its collection of standards geared towards sustainability, climate change, and overall social responsibility solutions: A) IEEE 1547, Series of standards covering the interconnection of distributed energy resources with electric power systems B) IEEE 1680.1, Standard for Environmental and Social Responsibility Assessment of Computers and Displays C) IEEE 1801, Standard for Design and Verification of Low-Power, Energy-Aware Electronic Systems D) IEEE 1888, Standard for Ubiquitous Green Community Control Network Protocol E) IEEE P2030.5, Standard for Smart Energy Profile Application Protocol F) IEEE P7802, Standard for Measurement and Verification of Reduction of Greenhouse Gases for Climate Action Projects and Solutions. G) IEEE 2089, Standard for Age Appropriate Digital Services IEEE makes selected Standards available free of charge through the IEEE GET Program, which aims to expand the global reach of technical knowledge developed by industry, accelerate adoption of IEEE standards, contribute to an open knowledge community, promulgate open information exchange to foster innovation, and connect IEEE with the development of world-changing technologies for the benefit of humanity. In 2023, IEEE introduced the GET Program for AI Ethics and Governance Standards, to expand free access to standards in artificial intelligence, ethics, and governance that provide guidance and considerations towards trustworthy AI.Desc
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Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Eduardo F Palacio
Director & President IEEE-USA10.00.0Yes (X)Yes (X)$0$0$0
Forrest D Wright
Director & Secretary10.00.0Yes (X)Yes (X)$0$0$0
Jill I Gostin
Director & Vice President, Member and Geographic Activities10.00.0Yes (X)Yes (X)$0$0$0
John P Verboncoeur
Director & Vice President, Technical Activities10.00.0Yes (X)Yes (X)$0$0$0
Mary Ellen Randall
Director & Treasurer10.00.0Yes (X)Yes (X)$0$0$0
Rabab Ward
Director & Vice President, Educational Activities10.00.0Yes (X)Yes (X)$0$0$0
Saifur Rahman
IEEE President and CEO10.00.0Yes (X)Yes (X)$3,500$0$0
Sergio Benedetto
Director & Vice President, Publication Services and Products10.00.0Yes (X)Yes (X)$0$0$0
Thomas M Coughlin
IEEE President-Elect10.00.0Yes (X)Yes (X)$0$0$0
Ali H Sayed
Director & Delegate, Division IX5.00.0Yes (X)$1,000$0$0
Alistair P Duffy
Director & Delegate, Division IV5.00.0Yes (X)$0$0$0
Andrew D Lowery
Director & Delegate, Region 25.00.0Yes (X)$0$0$0
Bob G Becnel
Director & Delegate, Region 55.00.0Yes (X)$0$0$0
Cecilia Metra
Director & Delegate, Division V5.00.0Yes (X)$0$0$0
ChunChe Fung
Director & Delegate, Region 105.00.0Yes (X)$0$0$0
Claudio Caizares
Director & Delegate, Division VII5.00.0Yes (X)$0$0$0
Enrique A Tejera
Director & Delegate, Region 95.00.0Yes (X)$0$0$0
Franco Maloberti
Director & Delegate, Division I5.00.0Yes (X)$0$0$0
Greg T Gdowski
Director & Delegate, Region 15.00.0Yes (X)$0$0$0
James E Matthews III
Director & President, Standards Association10.00.0Yes (X)$0$0$0
Jenifer Castillo Rodriguez
Director & Delegate, Region 95.00.0Yes (X)$0$0$0
K J Ray Liu
IEEE Past President10.00.0Yes (X)$0$0$0
Kamal Al-Haddad
Director & Delegate, Division VI5.00.0Yes (X)$0$0$0
Kathy Hayashi
Director & Delegate, Region 65.00.0Yes (X)$0$0$0
Kevin L Peterson
Director & Delegate, Division II5.00.0Yes (X)$0$0$0
Khaled Ben Letaief
Director & Delegate, Division III5.00.0Yes (X)$0$0$0
Leila De Floriani
Director & Delegate, Division VIII5.00.0Yes (X)$0$0$0
Robert L Anderson
Director & Delegate, Region 75.00.0Yes (X)$0$0$0
Stephanie M White
Director & Delegate, Division X5.00.0Yes (X)$0$0$0
Theresa A Brunasso
Director & Delegate, Region 35.00.0Yes (X)$0$0$0
Vickie A Ozburn
Director & Delegate, Region 45.00.0Yes (X)$0$0$0
Vincenzo Piuri
Director & Delegate, Region 85.00.0Yes (X)$0$0$0
Yu Yuan
Director & President, Standards Association10.00.0Yes (X)$0$0$0
SOPHIA A MUIRHEAD
Assistant Secretary & Executive Director40.01.0Yes (X)$770,958$0$225,813
THOMAS SIEGERT
Assistant Treasurer, Staff Executive & CFO40.01.0Yes (X)$567,622$0$55,191
CECELIA JANKOWSKI
Managing Director Member & Geounit Activities40.00.0$437,247$0$48,072Yes (X)
CHERIF AMIRAT
Chief Information Officer40.00.0$283,567$0$49,832Yes (X)
KAREN HAWKINS
Chief Marketing Officer40.00.0$441,913$0$61,083Yes (X)
MARY WARD-CALLAN
Managing Director Tech Activities40.00.0$607,555$0$61,815Yes (X)
PRISCILLA AMALRAJ
Interim Chief Information Officer40.00.0$399,420$0$57,518Yes (X)
STEVEN HEFFNER
Managing Director Publications40.00.0$424,353$0$44,319Yes (X)
DONNA HOURICAN
Staff Executive, Corporate Activities40.00.0$470,289$0$43,500Yes (X)
EMILY CSERNICA
Director North American Sales40.00.0$472,895$0$49,210Yes (X)
FRANCIS STAPLES
Sr Director Global Sales & Customer Operations40.00.0$519,887$0$55,458Yes (X)
KONSTANTINOS KARACHALIOS
Managing Director of IEEE Standards40.00.0$731,056$0$43,500Yes (X)
PAUL CANNING
Director International Sales40.00.0$487,213$0$55,416Yes (X)
STEPHEN WELBY
Former Asst. Sec. & Exec. Dir.0.00.0$763,963$0$43,500Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,382,438TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$894,227TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K625IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DATA CONVERSION LABORATORY INC
61-18 190TH STREETFRESH MEADOWSNY11365GRAPHIC CONVERSION, EDITING, XML TAGGING$5,234,898
ORACLE AMERICA INC
500 ORACLE PARKWA REDWOOD SHORESSAN MATEOCA94065FINANCIAL SYSTEM SUBSC. & MAINTENANCE$5,082,209
IENERGIZER APTARA LIMITED
PO 13963CHICAGOIL60693XML& IMAGE CONVERSION & PAGE COMPOSITION$4,763,718
IMEX GLOBAL SOLUTIONS LLC
6567 SOLUTION CENTERCHICAGOIL60677COMMUNICATIONS MANAGEMENT (MEDIA)$3,797,405
FINN PARTNERS INC
301 EAST 57TH STNEW YORKNY10022COMMUNICATIONS MANAGEMENT (RESEARCH)$3,083,586
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K298CntrctRcvdGreaterThan100KCnt
Related Organizations$3,496,739RelatedOrganizationsAmt
All Other Contributions$50,926AllOtherContributionsAmt
Noncash Contributions$22,312NoncashContributionsAmt
Total Contributions$3,547,665TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Membership & Public Imperatives900099$46,403,408$46,403,408
Periodicals900099$253,833,407$253,833,407
Conferences900099$219,040,948$219,040,948
Standards900099$46,042,991$46,042,991
Advertising Revenue541800$6,424,617$6,424,617

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$571,745,371TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,263,618TotalRevenueColumnAmt
Exclusion$30,263,618ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,199,115TotalRevenueColumnAmt
Exclusion$6,199,115ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$492,730,255SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$457,522,824SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$35,207,431SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,207,431TotalRevenueColumnAmt
Exclusion$35,207,431ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Intercompany Services & Other541900$2,772,852$2,772,852
Engineering Certification Programs541900$478,931$478,931

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,251,783OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$650,214,983TotalRevenueColumnAmt
Related Or Exempt Func Income$565,320,754RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$9,676,400UnrelatedBusinessRevenueAmt
Exclusion$71,670,164ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,631,489TotalAmt
Program Services$3,631,489ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,607,837TotalAmt
Program Services$2,607,837ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$2,206,135TotalAmt
Program Services$2,206,135ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,536,278TotalAmt
Program Services$3,269,105ProgramServicesAmt
Management And General$1,267,173ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$113,978TotalAmt
Program Services$113,978ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$146,821,840TotalAmt
Program Services$145,325,760ProgramServicesAmt
Management And General$1,493,002ManagementAndGeneralAmt
Fundraising$3,078FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$21,299,636TotalAmt
Program Services$21,211,481ProgramServicesAmt
Management And General$87,723ManagementAndGeneralAmt
Fundraising$432FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,429,686TotalAmt
Program Services$15,429,240ProgramServicesAmt
Management And General$114ManagementAndGeneralAmt
Fundraising$332FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,715,605TotalAmt
Program Services$8,946,199ProgramServicesAmt
Management And General$769,199ManagementAndGeneralAmt
Fundraising$207FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,102,701TotalAmt
Program Services$2,095,873ProgramServicesAmt
Management And General$6,828ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$675,048TotalAmt
Management And General$675,048ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,729,400TotalAmt
Management And General$1,729,400ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$60,022,709TotalAmt
Program Services$58,950,070ProgramServicesAmt
Management And General$953,345ManagementAndGeneralAmt
Fundraising$119,294FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$13,918,160TotalAmt
Program Services$13,837,199ProgramServicesAmt
Management And General$51,230ManagementAndGeneralAmt
Fundraising$29,731FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,057,791TotalAmt
Program Services$22,613,659ProgramServicesAmt
Management And General$379,287ManagementAndGeneralAmt
Fundraising$64,845FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$20,669,741TotalAmt
Program Services$19,732,548ProgramServicesAmt
Management And General$866,299ManagementAndGeneralAmt
Fundraising$70,894FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$4,847,700TotalAmt
Program Services$4,847,700ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,295,913TotalAmt
Program Services$3,058,951ProgramServicesAmt
Management And General$4,236,962ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$45,386,432TotalAmt
Program Services$44,429,216ProgramServicesAmt
Management And General$893,473ManagementAndGeneralAmt
Fundraising$63,743FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$88,859,426TotalAmt
Program Services$88,652,794ProgramServicesAmt
Management And General$204,632ManagementAndGeneralAmt
Fundraising$2,000FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$587,931TotalAmt
Program Services$580,536ProgramServicesAmt
Management And General$7,395ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,837,368TotalAmt
Program Services$6,431,968ProgramServicesAmt
Management And General$1,403,000ManagementAndGeneralAmt
Fundraising$2,400FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,636,307TotalAmt
Program Services$2,449,187ProgramServicesAmt
Management And General$185,900ManagementAndGeneralAmt
Fundraising$1,220FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Commission Expense$26,182,090$26,182,090
Publication Expense$19,118,580$18,518,604$579,159$20,817
Members and Region Expenses$3,642,412$3,449,680$47,954$144,778

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$534,932,193TotalAmt
Program Services$518,571,299ProgramServicesAmt
Management And General$15,837,123ManagementAndGeneralAmt
Fundraising$523,771FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$12,601,685BOYAmt
EOY$13,116,784EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$149,966,000BOYAmt
EOY$262,763,200EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$293,227BOYAmt
EOY$465,153EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$44,234,715BOYAmt
EOY$72,283,031EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,273,224BOYAmt
EOY$15,530,396EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$124,542,063LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$98,510,036LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$27,563,678BOYAmt
EOY$26,032,027EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$702,828,578BOYAmt
EOY$772,015,393EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$183,099,608BOYAmt
EOY$162,873,808EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,318,603BOYAmt
EOY$6,783,101EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,142,179,318BOYAmt
EOY$1,331,862,893EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$79,553,737BOYAmt
EOY$107,476,561EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$128,816,688BOYAmt
EOY$118,128,478EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$54,106,412BOYAmt
EOY$65,109,019EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$262,476,837BOYAmt
EOY$290,714,058EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$877,350,181BOYAmt
EOY$1,038,554,135EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,352,300BOYAmt
EOY$2,594,700EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$879,702,481BOYAmt
EOY$1,041,148,835EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,142,179,318BOYAmt
EOY$1,331,862,893EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$115,282,790ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$44,515,462NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts-$1,603,400DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$3,251,502OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,077,248CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,941,201CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,747,229CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,830,002CurrentTaxYearMinus1YearAmt
Current Tax Year$3,547,665CurrentTaxYearAmt
Total$13,143,345TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$506,395,954CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$427,464,063CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$443,118,549CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$520,256,174CurrentTaxYearMinus1YearAmt
Current Tax Year$565,084,946CurrentTaxYearAmt
Total$2,462,319,686TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$509,473,202CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$429,405,264CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$444,865,778CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$523,086,176CurrentTaxYearMinus1YearAmt
Current Tax Year$568,632,611CurrentTaxYearAmt
Total$2,475,463,031TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,236,030CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,148,435CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,588,742CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$96,281,505CurrentTaxYearMinus1YearAmt
Current Tax Year$105,001,389CurrentTaxYearAmt
Total$411,256,101TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,236,030CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,148,435CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,588,742CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$96,281,505CurrentTaxYearMinus1YearAmt
Current Tax Year$105,001,389CurrentTaxYearAmt
Total$411,256,101TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,064,206,930PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,460,237CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,664,112CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,291,393CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,839,661CurrentTaxYearMinus1YearAmt
Current Tax Year$36,464,174CurrentTaxYearAmt
Total$150,719,577TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,460,237CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,664,112CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,291,393CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,839,661CurrentTaxYearMinus1YearAmt
Current Tax Year$36,464,174CurrentTaxYearAmt
Total$150,719,577TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$537,933,439CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$456,069,376CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$475,157,171CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$551,925,837CurrentTaxYearMinus1YearAmt
Current Tax Year$605,096,785CurrentTaxYearAmt
Total$2,626,182,608TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.7860PublicSupportCY509Pct
Public Support PY5090.7968PublicSupportPY509Pct
Investment Income CY0.06InvestmentIncomeCYPct
Investment Income PY0.06InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$64,037FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$64,037FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$534,932,193FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$534,996,230FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$144,769CurrentYearMinus3Amt
Current Year Minus2$155,521CurrentYearMinus2Amt
Current Year Minus1$104,900CurrentYearMinus1Amt
Current Year$64,037CurrentYearAmt
Total$469,227TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$53,335,843BeginningYearBalanceAmt
Contributions$6,862,313ContributionsAmt
Investment Earnings Or Losses$4,519,947InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,096,715GrantsOrScholarshipsAmt
Other Expenditures$263,481OtherExpendituresAmt
Administrative Expenses$373,586AdministrativeExpensesAmt
End Year Balance$59,984,321EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$56,225,155BeginningYearBalanceAmt
Contributions$5,821,682ContributionsAmt
Investment Earnings Or Losses-$4,659,129InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,564,279GrantsOrScholarshipsAmt
Other Expenditures$176,476OtherExpendituresAmt
Administrative Expenses$311,110AdministrativeExpensesAmt
End Year Balance$53,335,843EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$47,484,897BeginningYearBalanceAmt
Contributions$6,601,459ContributionsAmt
Investment Earnings Or Losses$4,846,377InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,282,407GrantsOrScholarshipsAmt
Other Expenditures$113,527OtherExpendituresAmt
Administrative Expenses$311,644AdministrativeExpensesAmt
End Year Balance$56,225,155EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,972,506BeginningYearBalanceAmt
Contributions$4,570,915ContributionsAmt
Investment Earnings Or Losses$4,105,536InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,667,342GrantsOrScholarshipsAmt
Other Expenditures$113,872OtherExpendituresAmt
Administrative Expenses$382,846AdministrativeExpensesAmt
End Year Balance$47,484,897EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$35,849,206BeginningYearBalanceAmt
Contributions$5,269,552ContributionsAmt
Investment Earnings Or Losses$4,581,770InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,204,319GrantsOrScholarshipsAmt
Other Expenditures$189,477OtherExpendituresAmt
Administrative Expenses$334,226AdministrativeExpensesAmt
End Year Balance$41,972,506EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0813BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.0023PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.9164TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$836,354OtherCostOrOtherBasisAmt
Book Value$836,354BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$38,671,784OtherCostOrOtherBasisAmt
Depreciation$32,932,979DepreciationAmt
Book Value$5,738,805BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$85,033,925OtherCostOrOtherBasisAmt
Depreciation$65,577,057DepreciationAmt
Book Value$19,456,868BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$26,032,027TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmt
COMMINGLED FUNDS$110,536,600
INVESTMENTS IN SUBSIDIARIES$52,337,208
FieldValueIRS element (for citing)
Total Book Value Securities$162,873,808TotalBookValueSecuritiesAmt
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$696,586,200TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$44,515,462NetUnrealizedGainsInvstAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$44,515,462RevenueNotReportedAmt
Revenue Subtotal$652,070,738RevenueSubtotalAmt
Investment Expenses Not Incld$1,729,400InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$3,585,155OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$1,855,755RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$650,214,983TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$535,108,500TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,603,400DonatedServicesUseFcltsAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$1,603,400ExpensesNotReportedAmt
Expenses Subtotal$533,505,100ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,729,400InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$302,307OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,427,093ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$534,932,193TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part IV, Line 2b Explanation of escrow agreementThe Institute held $65,109,000 on behalf of IEEE Foundation, Incorporated.
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe Institute does not record or maintain endowment or quasi-endowment funds. Any endowment activity reported on Schedule D, Part V of the Institute's Form 990 is solely related to funds maintained by the IEEE Foundation, an organization related to, but not controlled by, the Institute. Endowment and quasi-endowment funds held by the IEEE Foundation are used to support various program initiatives of the Institute. The IEEE Foundation maintains approximately 275 donor designated funds that support a variety of educational, humanitarian, historical preservation, and peer recognition programs of the Institute, as well as supporting new and innovative projects furthering the Institute's mission to foster technological innovation and excellence for the benefit of humanity.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe Institute is qualified under Section 501(c)(3) of the Internal Revenue Code ("Code") as an organization exempt from federal income tax and applicable state income tax and is classified as a publicly supported charitable organization under Section 509(a)(2) of the Code. Nevertheless, the Institute is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. The Institute follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This section provides that the tax effects from an uncertain tax position can be recognized in the financial statements only if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. As of December 31, 2023, and 2022, management has determined that there are no significant uncertain tax positions that would require recognition or disclosure in the accompanying consolidated financial statements.
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsConsolidated affiliates net eliminations - -333655 Unrealized pension gains reclass from expense to revenue - -3251500
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsCONSOLIDATED AFFILIATES NET ELIMINATIONS - -302307

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (36 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean02Program ServicesMEMBER SUPPORT$252,224
Central America and the Caribbean00Program ServicesCONFERENCES$1,257,359
Central America and the Caribbean00Program ServicesSTANDARDS$455,984
Central America and the Caribbean00Grantmaking$21,500
East Asia and the Pacific128Program ServicesMEMBER SUPPORT$1,680,686
East Asia and the Pacific00Program ServicesCONFERENCES$19,216,284
East Asia and the Pacific00Program ServicesSTANDARDS$3,276,534
East Asia and the Pacific00Grantmaking$566,190
Europe (Including Iceland and Greenland)00Program ServicesMEMBER SUPPORT$495,854
Europe (Including Iceland and Greenland)00Program ServicesCONFERENCES$24,814,717
Europe (Including Iceland and Greenland)047Program ServicesSTANDARDS$876,228
Europe (Including Iceland and Greenland)00Grantmaking$477,940
Middle East and North Africa00Program ServicesMEMBER SUPPORT$279,400
Middle East and North Africa00Program ServicesCONFERENCES$1,117,516
Middle East and North Africa02Program ServicesSTANDARDS$1,196,128
Middle East and North Africa00Grantmaking$92,656
North America (Canada & Mexico only)00Program ServicesMEMBER SUPPORT$438,651
North America (Canada & Mexico only)00Program ServicesCONFERENCES$7,497,799
North America (Canada & Mexico only)120Program ServicesSTANDARDS$1,394,210
North America (Canada & Mexico only)00Grantmaking$161,302
Russia and Neighboring States00Program ServicesMEMBER SUPPORT$7,727
Russia and Neighboring States00Program ServicesCONFERENCES$179,258
Russia and Neighboring States01Program ServicesSTANDARDS$11,698
Russia and Neighboring States00Grantmaking$181,575
South America01Program ServicesMEMBER SUPPORT$185,879
South America00Program ServicesCONFERENCES$469,279
South America00Program ServicesSTANDARDS$560,416
South America00Grantmaking$92,169
South Asia00Program ServicesMEMBER SUPPORT$1,216,061
South Asia00Program ServicesCONFERENCES$594,791
South Asia00Program ServicesSTANDARDS$1,281,556
South Asia00Grantmaking$308,994
Sub-Saharan Africa02Program ServicesMEMBER SUPPORT$62,535
Sub-Saharan Africa00Program ServicesCONFERENCES$195,572
Sub-Saharan Africa00Program ServicesSTANDARDS$458,707
Sub-Saharan Africa00Grantmaking$19,661
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees79SubtotalEmployeesCnt
Continuation Total Office1ContinuationTotalOfficeCnt
Continuation Total Employee24ContinuationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee103TotalEmployeeCnt
Subtotal Spent$56,077,200SubtotalSpentAmt
Continuation Spent$15,317,840ContinuationSpentAmt
Total Spent$71,395,040TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Europe (Including Iceland and Greenland)Engineering Development$23,700CHECKS$0NOT APPLICABLENOT APPLICABLE
South AsiaEngineering Development$10,272CHECKS$0NOT APPLICABLENOT APPLICABLE
Europe (Including Iceland and Greenland)Engineering Development$15,800CHECKS$0NOT APPLICABLENOT APPLICABLE
Europe (Including Iceland and Greenland)Engineering Development$10,000CHECKS$0NOT APPLICABLENOT APPLICABLE
Europe (Including Iceland and Greenland)IEEE Achievement Award$15,000CHECKS$0NOT APPLICABLENOT APPLICABLE
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (21 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Engineering Achievement AwardCentral America and the Caribbean1$500Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering DevelopmentCentral America and the Caribbean99$83,712Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering Achievement AwardEast Asia and the Pacific406$208,005Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering DevelopmentEast Asia and the Pacific44$70,183Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering FellowshipEast Asia and the Pacific6$28,000Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering Achievement AwardEurope (Including Iceland and Greenland)296$202,429Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering DevelopmentEurope (Including Iceland and Greenland)5$5,685Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering FellowshipEurope (Including Iceland and Greenland)19$88,000Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering Achievement AwardMiddle East and North Africa31$22,820Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering DevelopmentMiddle East and North Africa16$61,794Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering FellowshipMiddle East and North Africa34$86,060Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering Achievement AwardNorth America (Canada & Mexico only)108$61,302Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering DevelopmentNorth America (Canada & Mexico only)2$2,800Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering Achievement AwardRussia and Neighboring States2$6,550Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering DevelopmentRussia and Neighboring States11$13,938Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering Achievement AwardSouth America29$18,033Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering DevelopmentSouth America25$21,418Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering Achievement AwardSouth Asia138$80,812Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering DevelopmentSouth Asia47$168,350Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering Achievement AwardSub-Saharan Africa9$20,200Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
Engineering DevelopmentSub-Saharan Africa44$193,568Checks; Wire TransfersNOT APPLICABLENOT APPLICABLE
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsIEEE, through its Awards Board, establishes policies and procedures to provide for the orderly development and implementation of awards, scholarships, and recognition programs. The awards administered by the Awards Board and its committees are approved by the Board of Directors. The Board of Directors has delegated approval authority, in accordance with the established policies and procedures, to those major boards having chartered Awards and Recognition Committees.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statementsEUROPE (INCLUDING ICELAND AND GREENLAND; SOUTH ASIA-Other:IEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis.
Schedule F, Part III Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN - EAST ASIA AND THE PACIFIC - EUROPE (INCLUDING ICELAND AND GREENLAND) - MIDDLE EAST AND NORTH AFRICA - NORTH AMERICA (CANADA & MEXICO ONLY) - RUSSIA AND NEIGHBORING STATES - SOUTH AMERICA - SOUTH ASIA - SUB-SAHARAN AFRICA -Other:IEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
IEEE Foundation Inc
445 Hoes LanePiscatawayNJ08854231710664501(c)(3)$3,294,765$0Not ApplicableNot ApplicableIEEE Achievement Award
AACC
185 STEVENS WAYSEATTLEWA98195116017940501(c)(3)$15,000$0Not ApplicableNot ApplicableEngineering Development
University of Notre Dame
220 Main BuildingNotre DameIN46556350868188501(c)(3)$5,122$0Not ApplicableNot ApplicableEngineering Development
ACARE
2200 Cmlth BlvdAnn ArborMI48105822441682501(c)(3)$24,815$0Not ApplicableNot ApplicableEngineering Development
AIChE
120 Wall StreetNew YorkNY10005131623892501(c)(3)$7,400$0Not ApplicableNot ApplicableIEEE Fellowship
Arizona State University
1151 S Forest AveTempeAZ85287860196696State Gov't$10,000$0Not ApplicableNot ApplicableEngineering Development
University of Nebraska
6001 Dodge StOmahaNE68182470049123501(c)(3)$12,000$0Not ApplicableNot ApplicableIEEE Fellowship
Ohio University
1 Ohio UniversityAthensOH45701316402113State Gov't$10,000$0Not ApplicableNot ApplicableIEEE Achievement Award
Santa Clara University
500 El Camino RealSANTA CLARACA95053941156617501(c)(3)$10,000$0Not ApplicableNot ApplicableEngineering Development
University of Texas at Austin
2515 SpeedwayAustinTX78712746000203State Gov't$25,000$0Not ApplicableNot ApplicableEngineering Development
Colorado State University
900 Oval DrFORT COLLINSCO80523846000545State Gov't$8,092$0Not ApplicableNot ApplicableEngineering Development
University of Tennessee
400 W Summit Hill DrKnoxvilleTN37996626001636State Gov't$5,800$0Not ApplicableNot ApplicableEngineering Development
University of Utah
201 Presidents CirSalt Lake CityUT84112876000525State Gov't$15,000$0Not ApplicableNot ApplicableEngineering Development
University of Houston
4131 11th Ave NE 406HoustonTX77204746001399State Gov't$25,000$0Not ApplicableNot ApplicableEngineering Development
University of CA - Davis
1 Shields AveDAVISCA95616946036494State Gov't$22,500$0Not ApplicableNot ApplicableEngineering Development
Western New England University
1215 Wilbraham RdSpringfieldMA01119042108376501(c)(3)$12,873$0Not ApplicableNot ApplicableIEEE Fellowship
DeVry University Inc
4225 Naperville RdLisleIL60532362781982$10,000$0Not ApplicableNot ApplicableENGINEERING DEVELOPMENT
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
ENGINEERING ACHIEVEMENT AWARD74$1,650,328$0Not ApplicableNot Applicable
ENGINEERING DEVELOPMENT424$487,195$0Not ApplicableNot Applicable
ENGINEERING FELLOWSHIP39$429,165$0Not ApplicableNot Applicable
ENGINEERING SCHOLARSHIP5$2,675$0Not ApplicableNot Applicable

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part IV Schedule I, Parts I, II and IIIIEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.IEEE, through its Awards Board, establishes policies and procedures to provide for the orderly development and implementation of awards, scholarships, and recognition programs. The awards administered by the Awards Board and its committees are approved by the Board of Directors. The Board of Directors has delegated approval authority, in accordance with the established policies and procedures, to those major boards having chartered Awards and Recognition Committees.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (true)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
STEPHEN WELBY
Former Asst. Sec. & Exec. Dir.$0$0$180,025$0$583,938$0$43,500$0$0$0$807,463$0$461,725$0
SOPHIA A MUIRHEAD
Assistant Secretary & Executive Director$637,933$0$97,746$0$35,279$0$207,750$0$18,063$0$996,771$0$0$0
THOMAS SIEGERT
Assistant Treasurer, Staff Executive & CFO$463,584$0$82,547$0$21,491$0$43,500$0$11,691$0$622,813$0$0$0
MARY WARD-CALLAN
Managing Director Tech Activities$449,669$0$104,305$0$53,581$0$43,500$0$18,315$0$669,370$0$0$0
KAREN HAWKINS
Chief Marketing Officer$348,815$0$60,714$0$32,384$0$43,500$0$17,583$0$502,996$0$0$0
CECELIA JANKOWSKI
Managing Director Member & Geounit Activities$354,401$0$55,210$0$27,636$0$43,500$0$4,572$0$485,319$0$0$0
STEVEN HEFFNER
Managing Director Publications$366,283$0$58,070$0$0$0$41,749$0$2,570$0$468,672$0$0$0
PRISCILLA AMALRAJ
Interim Chief Information Officer$267,563$0$83,240$0$48,617$0$43,500$0$14,018$0$456,938$0$0$0
CHERIF AMIRAT
Chief Information Officer$199,668$0$42,630$0$41,269$0$43,500$0$6,332$0$333,399$0$0$0
KONSTANTINOS KARACHALIOS
Managing Director of IEEE Standards$460,613$0$156,806$0$113,637$0$43,500$0$0$0$774,556$0$0$0
FRANCIS STAPLES
Sr Director Global Sales & Customer Operations$223,230$0$245,708$0$50,949$0$43,500$0$11,958$0$575,345$0$0$0
PAUL CANNING
Director International Sales$166,725$0$271,155$0$49,333$0$43,500$0$11,916$0$542,629$0$0$0
EMILY CSERNICA
Director North American Sales$134,511$0$315,884$0$22,500$0$43,500$0$5,710$0$522,105$0$0$0
DONNA HOURICAN
Staff Executive, Corporate Activities$372,303$0$80,730$0$17,256$0$43,500$0$0$0$513,789$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Housing allowance or residence for personal useThe IEEE Executive Director received an allowance for rental expenses in 2023, which was treated as taxable compensation.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensationThe IEEE Board of Directors engaged an independent compensation consultant to provide IEEE with market comparability data and a reasonableness recommendation with respect to compensation paid to disqualified persons as defined under Section 4958 of the Internal Revenue Code of 1986, to enable IEEE to establish a rebuttable presumption of reasonableness under Section 4958. A committee consisting of the IEEE President, the IEEE Past President, and the IEEE President-Elect (the Executive Performance and Compensation Committee or EPCC), advised by external legal counsel, is charged with evaluating the total compensation package of the IEEE Executive Director, who serves as the Chief Operations Officer ("ED & COO"), and a committee of Independent Board members and non-board members (the IEEE Employee Benefits & Compensation Committee or EBCC), advised by external legal counsel, is charged with evaluating the total compensation package of the other selected executives and staff, excluding the IEEE ED & COO. The independent Compensation Consultant provided these Committees with market data from published sources for comparable positions from both tax-exempt and for-profit organizations. The assessment was conducted at the total rewards level and included all compensation components. For the EPCC review of the Executive Director, external market comparisons were based on two primary sources of data, weighted equally: (1) Form 990 filings for a group of peer organizations identified by independent Compensation Consultant based on various criteria and (2) Published surveys, focusing on comparable entities. The following screening criteria were used to identify and select comparable organizations: (1) NTEE code: (a) general science institutions (b) Engineering and Technology Services (c) Professional Society, and (d) Research institutions. (2) Income and assets. (3) Employee Size. Once organizations were screened using these criteria, the following information was collected: (a) whether the organization has international presence, (b) whether they are a standard-setting organization; (c) whether they have a significant publishing activity; and (d) the extent of its focus on contract research. The EBCC relies on survey data and does not consider Form 990 filings as part of their methodology and review. The two Committees review individual and market data as part of their process to determine appropriate compensation. The two Committees debate and document their decisions about what is reasonable and their decision-making processes. The independent Compensation Consultant provided a "presumption of reasonable compensation" opinion letter for the IEEE files, documenting its analysis and recommendations regarding market reasonableness.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planSophia A. Muirhead, IEEE Executive Director, is the only participant in a nonqualified, unfunded, deferred compensation plan under section 457(f) of the IRS code as of January 1, 2023. The non-vested portion of Ms. Muirhead's deferred compensation of $164,250 (contribution accrual) is reported in Schedule J, Part II, Column C. Stephen Welby, Former IEEE Executive Director, was the only participant in a nonqualified, unfunded, deferred compensation plan under section 457(f) of the IRS code through December 31, 2022. Mr. Welby vested and received previously deferred compensation of $461,725 which is reported in Schedule J, Part II, Column B. As this amount was previously reported on a prior year Form 990 as deferred compensation, this amount is also reported in Schedule J, Part II, Column F, previously reported deferred compensation. Mr. Welby received a final payment of $491,352 from the 457(f) plan in 2023.
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organizationIEEE offers commission payments to selected employees who work in the sales capacity including individuals listed on Form 990, Part VII, Section A, Line 1a. Commissions are based on predetermined sales goals and performance criteria as defined in the sales commission plan for the plan year. Commissioned employees typically receive a copy of the plan at the beginning of the plan year. Employees eligible to earn commissions are not eligible for incentive bonuses under the incentive bonus plan.
Schedule J, Part I, Line 7 Non-fixed paymentsIEEE maintains an incentive compensation program that include opportunities to earn incentive compensation that will be paid when the individual meets established performance goals. Awards are based on market data and are based on the individual's overall performance rating. Incentive compensation for each executive is reviewed and approved by either the independent IEEE Compensation Committees or the IEEE Board of Directors.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
T Callan
Family Member$91,616Employmentfalse
L Amirat
Family Member$22,362Employmentfalse
Conference Catalysts LLC
Family Member$2,632,728Businessfalse

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule L, Part IV, Column (b) T. CallanFamily Member of Current Key Employee Mary Ward-Callan.
Schedule L, Part IV, Column (b) L. AmiratFamily Member of Current Key Employee Cherif Amirat.
Schedule L, Part IV, Column (b) Conference Catalysts LLCCompany is 100% owned by a Family Member of Former Director, Ruth Dyer.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 49,430,967 including grants of $)(Revenue $ 46,042,991) STANDARDS: The IEEE Standards Association approved 188 new standards in 2023 for publication addressing biases, safety, privacy, transparency, and corporate governance to help ensure scientific integrity for the public. IEEE continued to grow its collection of standards geared towards sustainability, climate change, and overall social responsibility solutions: A) IEEE 1547, Series of standards covering the interconnection of distributed energy resources with electric power systems B) IEEE 1680.1, Standard for Environmental and Social Responsibility Assessment of Computers and Displays C) IEEE 1801, Standard for Design and Verification of Low-Power, Energy-Aware Electronic Systems D) IEEE 1888, Standard for Ubiquitous Green Community Control Network Protocol E) IEEE P2030.5, Standard for Smart Energy Profile Application Protocol F) IEEE P7802, Standard for Measurement and Verification of Reduction of Greenhouse Gases for Climate Action Projects and Solutions. G) IEEE 2089, Standard for Age Appropriate Digital Services IEEE makes selected Standards available free of charge through the IEEE GET Program, which aims to expand the global reach of technical knowledge developed by industry, accelerate adoption of IEEE standards, contribute to an open knowledge community, promulgate open information exchange to foster innovation, and connect IEEE with the development of world-changing technologies for the benefit of humanity. In 2023, IEEE introduced the GET Program for AI Ethics and Governance Standards, to expand free access to standards in artificial intelligence, ethics, and governance that provide guidance and considerations towards trustworthy AI.
Form 990, Part VI, Line 4 Significant changes to organizational documentsIEEE bylaws were amended to (i) clarify that in the case of a tie, the Board of Directors shall choose between nominees, except in the case of the IEEE President-Elect, which shall be chosen by the IEEE Assembly, and (ii) clarify the minimum signatures required to qualify as a petition candidate.
Form 990, Part VI, Line 6 Classes of members or stockholdersIEEE has a total of 460,709 members in over 190 countries around the world.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyVoting members of IEEE elect the directors of IEEE. Voting members are those members of Member grade or above, including Graduate Student Members, as defined in the bylaws.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersAmendments to the Constitution are subject to approval by the voting members of the organization. Voting members are those members of Member grade or above, including Graduate Student Members, as defined in the bylaws.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyIEEE has an extensive review process that is completed before the Form 990 is filed with the IRS. The return is first reviewed by the Executive Director, Past President, Treasurer, Past Treasurer, and the CFO/Assistant Treasurer, before being presented to the Audit Committee, which consists of members of the IEEE Board of Directors. The return is posted to the IEEE Board of Directors secure portal for board members to review prior to filing with the IRS.
Form 990, Part VI, Line 12c Conflict of interest policyIEEE requires that officers and directors submit conflict of interest disclosure forms which are reviewed for potential conflict of interest. All IEEE employees are required to complete conflicts of interest training and those with authority to make financial expenditures are required to submit a disclosure form. An officer or director who does not complete the required conflict of interest disclosure form is removed from service on the committee or board.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe IEEE Board of Directors engaged an independent compensation consultant to provide IEEE with market comparability data and a reasonableness recommendation with respect to compensation paid to disqualified persons as defined under Section 4958 of the Internal Revenue Code of 1986, to enable IEEE to establish a rebuttable presumption of reasonableness under Section 4958. A committee consisting of the IEEE President, the IEEE Past President, and the IEEE President-Elect (the Executive Performance and Compensation Committee or EPCC), advised by external legal counsel, is charged with evaluating the total compensation package of the IEEE Executive Director, who serves as the Chief Operations Officer ("ED & COO"), and a committee of Independent Board members and non-board members (the IEEE Employee Benefits & Compensation Committee or EBCC), advised by external legal counsel, is charged with evaluating the total compensation package of other officers and key employees, including the Chief Financial Officer, Staff Executive, Managing Directors, Chief Information Officer, Chief Marketing Officer, General Counsel and Chief Compliance Officer. The independent Compensation Consultant provided these Committees with market data from published sources for comparable positions from both tax-exempt and for-profit organizations. The assessment was conducted at the total rewards level and included all compensation components. For the EPCC review of the Executive Director, external market comparisons were based on two primary sources of data, weighted equally: (1) Form 990 filings for a group of peer organizations identified by independent Compensation Consultant based on various criteria and (2) Published surveys; scope cuts including industry, FTEs and revenue were selected that represented organizations comparable to IEEE. The following screening criteria were used to identify and select comparable organizations: (1) NTEE code: (a) general science institutions, (b) Engineering and Technology Services, (c) Professional Society, and (d) Research institutions; (2) Income and assets; and (3) Employee Size. Once organizations were screened using these criteria, the following information was collected: (i) whether the organization has international presence, (ii) whether they are a standard-setting organization; (iii) whether they have a significant publishing activity; and (iv) the extent of its focus on contract research. The EBCC relies on survey data and does not consider form 990 data as part of their methodology and review. The two Committees review individual and market data and debate and document their decisions about what is reasonable and the decision-making processes. The independent Compensation Consultant provided a "presumption of reasonable compensation" opinion letter for the IEEE files.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesSee Part VI, Line 15a
Form 990, Part VI, Line 19 Required documents available to the publicThe IEEE Governing documents, conflict of interest policy, and financial statements are available on the IEEE website and to the public upon request.
Form 990, Part IX, Line 11g Other FeesConsultants (Programs, G&A) - Total Expense: 22283093, Program Service Expense: 21350652, Management and General Expenses: 845800, Fundraising Expenses: 86641; Consultants (Programs, Events) - Total Expense: 5248376, Program Service Expense: 5223166, Management and General Expenses: 772, Fundraising Expenses: 24438; Management Services - Total Expense: 9792351, Program Service Expense: 9792351, Management and General Expenses: , Fundraising Expenses: ; Temporary Agency Personnel - Total Expense: 13096461, Program Service Expense: 13020569, Management and General Expenses: 67677, Fundraising Expenses: 8215; Intercompany Services Expense - Total Expense: 8722805, Program Service Expense: 8722805, Management and General Expenses: , Fundraising Expenses: ; Recruitment Services - Total Expense: 879623, Program Service Expense: 840527, Management and General Expenses: 39096, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesPENSION ADJUSTMENT - 3251502;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEINEIN
IEEE BROADCAST TECHNOLOGY CONVENTION LLC -
445 HOES LANEPISCATAWAYNJ08854NON-PROFIT ACTIVITIES SCIENTIFIC & EDUCATIONALDE$0$596,466INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC (IEEE)
IEEE INTERNATIONAL LLC
445 HOES LANEPISCATAWAYNJ08854NON-PROFIT ACTIVITIES SCIENTIFIC & EDUCATIONALDE$0$1,068,710IEEE450570011
IEEE GLOBAL LLC
445 HOES LANEPISCATAWAYNJ08854NON-PROFIT ACTIVITIES SCIENTIFIC & EDUCATIONADE$0$0IEEE

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
IEEE FOUNDATION INC
445 HOES LANEPISCATAWAYNJ08854237310664FUNDRAISINGNY501(c)(3)7NAfalse
IEEE ASIA-PACIFIC LIMITED
SCIENTIFIC & EDUCATIONAL501(c)(3)IEEEYes (true)SN
GLOBAL IEEE INSTITUTE FOR ENGINEERS INDIA
SCIENTIFIC & EDUCATIONAL501(c)(3)IEEE ASIA-PACIFIC LIMITEDYes (true)IN
IEEE TECHNOLOGY CENTRE GMBH
SCIENTIFIC & EDUCATIONAL501(c)(3)IEEEYes (true)AU
IEEE WORLDWIDE LIMITED
445 HOES LANEPISCATAWAYNJ08854463332937NON-PROFIT ACTIVITIES - SCIENTIFIC & EDUCATIONALNY501(c)(3)Type IIEEEYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
IEEE INC
445 HOES LANEPISCATAWAYNJ08854208766830SUPPORT SERVICESDEIEEEC Corporation$1,823,735$1,902,0311Yes (true)
IEEE EUROPE GMBH
SUPPORT SERVICESIEEEC Corporation$0$01Yes (true)SZ
INSTITUTE OF ELECTRICAL AND ELECTRONICS
SUPPORT SERVICESIEEEC Corporation$0$01Yes (true)UY
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
GLOBAL IEEE INSTITUTE FOR ENGINEERS INDIA
M$2,812,545ACCRUAL
IEEE ASIA-PACIFIC LIMITED
M$1,751,622ACCRUAL
IEEE TECHNOLOGY CENTRE GMBH
P$1,837,381ACCRUAL
IEEE WORLDWIDE LIMITED
R$114,129ACCRUAL
IEEE INC
M$1,743,344ACCRUAL