2022-11-14T19:04:37-06:00 2021-12-31 990 2021-01-01 131656633 INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC INST 7329810060 445 HOES LANE PISCATAWAY NJ 08854 THOMAS R SIEGERT ASST. TREASURER & CFO 7329810600 2022-11-09 THOMAS SIEGERT XXX-XX-XXXX 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z IEEE STEPHEN WELBY 445 HOES LANE PISCATAWAY NJ 08854 966052699 0 2038 X WWW.IEEE.ORG X 1896 NY IEEE IS COMMITTED TO STRENGTHENING AND EMPOWERING ITS MEMBERS AS TECHNOLOGY PROFESSIONALS WHILE SUPPORTING OUR MISSION OF ADVANCING TECHNOLOGY FOR THE BENEFIT OF HUMANITY. IN 2021, AS IEEE TRANSITIONED INTO YEAR TWO OF THE GLOBAL COVID-19, WE CONTINUED TO PUSH FORWARD TO FURTHER STRENGTHEN OUR CONNECTIONS WITH OUR COMMUNITY OF ENGINEERS AND TECHNOLOGISTS TO HELP INSPIRE THE NEXT GREAT INNOVATIONS. WITH A SHARED COMMITMENT TO THE FUTURE, IEEE THROUGHOUT THE YEAR WAS FOCUSED ON PRESENTING THE LATEST RESEARCH AT ITS INDUSTRY-LEADING CONFERENCES, SUPPORTING TECHNICAL AND EDUCATIONAL ACTIVITIES, EXPANDING PUBLISHING OPTIONS, FOSTERING GROUNDBREAKING TECHNOLOGIES, AND HELPING OUR MEMBERS SUCCEED IN COUNTLESS WAYS. EVERY DAY, ACROSS IEEE, OUR MEMBERS AND VOLUNTEERS CONTINUE TO PROMOTE, SHAPE AND EXECUTE IEEE'S GREAT MISSION OF ADVANCING TECHNOLOGY FOR THE BENEFIT OF HUMANITY. 31 30 1150 100000 11239532 0 1941201 1747229 435169563 451114223 23037408 52230642 18191229 19703759 478339401 524795853 5174317 5024067 0 0 173815492 177909503 53731 0 1670116 198581829 199308153 377625369 382241723 100714032 142554130 961106109 1163553159 241067412 258489129 720038697 905064030 X MISSION STATEMENT: IEEE'S CORE PURPOSE IS TO FOSTER TECHNOLOGICAL INNOVATION AND EXCELLENCE FOR THE BENEFIT OF HUMANITY. 0 0 92195611 4951265 48140785 MEMBERSHIPS & PUBLIC IMPERATIVES: IEEE IS A PUBLIC CHARITY DEDICATED TO ADVANCING TECHNOLOGY FOR THE BENEFIT OF HUMANITY. IEEE HAD A TOTAL OF 409,654 MEMBERS FROM MORE THAN 160 COUNTRIES WORLDWIDE IN 2021 INCLUDING 125,989 STUDENT MEMBERS (AN INCREASE OF 17% FROM PREVIOUS YEAR), AND 347,997 SOCIETY MEMBERS FROM THE 39 IEEE SOCIETIES. THROUGHOUT 2021, IEEE LED NUMEROUS INITIATIVES TO KEEP ITS MEMBERS ENGAGED IN THE ORGANIZATION AND COLLABORATE WITH GLOBAL COMMUNITIES IN MEANINGFUL PROJECTS TO SUPPORT OUR MISSION. AS PART OF IEEE'S CONTINUOUS EFFORT TO AMPLIFY ITS COMMITMENT TO SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM) EDUCATION AND TO SCALE UP STEM EFFORTS AROUND THE WORLD, IEEE HOSTED LOCAL ACTIVITIES WITH WORLDWIDE IMPACT TO MENTOR AND NURTURE THE NEXT GENERATION OF STEM PROFESSIONALS. AROUND THE WORLD, IEEE MEMBERS AND VOLUNTEERS DONATED THEIR TIME AND EXPERTISE TO ENCOURAGE YOUNG PEOPLE TO SEEK STEM CAREER PATHS. KEY PROGRAMS LAUNCHED INCLUDE: A) THE IEEE STEM AMBASSADOR PROGRAM: DESIGNED TO BUILD A COMMUNITY OF VOLUNTEERS THAT WILL DRIVE STEM OUTREACH ACTIVITIES IN THEIR LOCAL AREAS. B) THE IEEE VOLUNTEER STEM PORTAL: OFFERS A SEARCHABLE LIBRARY OF CURRENT STEM PROGRAMS, "HOW-TO" RESOURCES TO FACILITATE STEM OUTREACH ACTIVITIES, STEM GUIDES, RESOURCE MATERIALS AND MORE. IT ALSO INCLUDES AN OPPORTUNITY TO APPLY FOR PROGRAM GRANTS. C) THE FIRST-EVER IEEE STEM SUMMIT BROUGHT TOGETHER THE STEM COMMUNITY TO HELP FOSTER THE NEXT GENERATION OF TECHNOLOGY INNOVATORS. THE EVENT IS DESIGNED FOR IEEE MEMBERS AND VOLUNTEERS INTERESTED IN PRE-UNIVERSITY STEM OUTREACH, PROVIDING A FORUM TO ENCOURAGE, SUPPORT AND INSPIRE EACH OTHER.D) IEEE PARTNERED WITH UNESCO (THE UNITED NATIONS EDUCATIONAL, SCIENTIFIC AND CULTURAL ORGANIZATION) TO JOINTLY CREATE A STEM CURRICULUM ADAPTED BY SILVER BOLT, A NON-PROFIT EDUCATIONAL ORGANIZATION IN UGANDA. THE PILOT WAS CARRIED OUT AT THE SMART GIRLS FOUNDATION, A GIRL-CENTERED DEVELOPMENT ORGANIZATION. THERE WAS ALSO A TRAVELING CLASSROOM THAT REACHED UNDERSERVED COMMUNITIES THROUGHOUT THE REGION. ADDITIONALLY, UNESCO AND IEEE CONDUCTED A TWO-DAY TO EQUIP SCIENCE TEACHERS WITH INFORMATION AND SKILLS TO INCREASE THE PARTICIPATION AND PERFORMANCE OF FEMALES IN STEM EDUCATION IN UGANDA.IEEE IS PROUD TO ENGAGE AND COLLABORATE WITH GLOBAL COMMUNITIES TO HELP MAKE OUR WORLD A MORE SUSTAINABLE, HUMANE, AND PROSPEROUS PLACE. SOME OF 2021 KEY PROGRAMS INCLUDE: 1) IEEE PARTICIPATED IN THE UNITED NATIONS' FRAMEWORK CONVENTION ON CLIMATE CHANGE, ALSO KNOWN AS COP26. THE IEEE DELEGATION WAS PART OF AN EXPERT PANEL FOCUSED ON "ACTIONS FOR CLEAN ENERGY, CLEAN MATERIALS AND ENERGY EFFICIENCY TO ADVANCE AMBITIONS AND SOLUTIONS." THE DELEGATION HIGHLIGHTED THE IMPORTANT ROLES THAT ENGINEERS CAN PLAY IN DELIVERING PRACTICAL SOLUTIONS TO ADDRESS CLIMATE CHANGE AND ADAPTATION.2) IN 2021, VIENNA, AUSTRIA, BECAME THE FIRST CITY IN THE WORLD TO EARN THE IEEE CERTIFAIED AI ETHICS (AIE) CERTIFICATION, ADVANCING THE CITY'S COMMITMENT TO ITS DIGITAL HUMANISM STRATEGY. VIENNA'S DIGITAL HUMANISM INITIATIVE IS AN INTERNATIONAL COLLABORATION SEEKING TO BUILD A COMMUNITY OF SCHOLARS, POLICY MAKERS AND INDUSTRIAL PLAYERS FOCUSED ON ENSURING THAT TECHNOLOGY DEVELOPMENT REMAIN CENTERED ON HUMAN INTERESTS. THE IEEE CERTIFAIED PROGRAM IS FOCUSED ON BUILDING PUBLIC TRUST IN AI SYSTEMS AND ENHANCING THE CONFIDENCE IN PUBLIC AND PRIVATE ENTERPRISES THAT REALIZE THE BENEFITS OF AI ETHICS.3) THE IEEE HUMANITARIAN ACTIVITIES COMMITTEE (HAC) AND SPECIAL INTEREST GROUP ON HUMANITARIAN TECHNOLOGY (SIGHT) FUNDED AND IMPLEMENTED NUMEROUS LIFE-CHANGING PROGRAMS. NOTABLE PROJECTS INCLUDE: A) IEEE ARGENTINA SECTION USED ITS FUNDING TO MITIGATE ASPECTS OF THE PANDEMIC BY INSTALLING A SOLAR POWER SYSTEM, CONSTRUCTING A WI-FI TOWER, AND BUILDING A CISTERN IN A RURAL COMMUNITY. THE SOLAR PANELS ALLOW FAMILIES IN THE REGION TO ACCESS RENEWABLE ENERGY, CLEAN WATER, AND WI-FI; B) IEEE EL SALVADOR SECTION PRODUCED 3D-PRINTED VISORS FOR FRONTLINE MEDICAL PERSONNEL TO ADDRESS THE SHORTAGE OF PERSONAL PROTECTIVE EQUIPMENT IN THE COUNTRY. THEY MANUFACTURED 1,300 VISORS THAT WERE THEN DISTRIBUTED IN BATCHES TO 12 LOCAL HEALTH CENTERS AND HOSPITALS; C) IEEE KOLKATA SECTION USED ITS FUNDING TO DESIGN A SMART AUTO IRRIGATION AND APP-BASED SOIL MONITORING SYSTEM FEATURING MULTILINGUAL CONTROL, 24/7 MONITORING AND AI-POWERED ADJUSTMENTS ACCORDING TO ENVIRONMENTAL CONDITIONS. 156890050 0 227513220 PERIODICALS: 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 5.5 MILLION DOCUMENTS AVAILABLE IN ITS VAST REPOSITORY. 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 2021, IEEE PUBLISHED 208,000 CONFERENCE PAPERS AND 91,444 JOURNAL AND MAGAZINE ARTICLES. IEEE'S PUBLISHING PROGRAM CONTINUES TO GROW AND EVOLVE FOR BOTH SUBSCRIPTION JOURNALS AND OPEN ACCESS TITLES. IN 2021, IEEE ADDED TWO NEW GOLD, FULLY OPEN ACCESS JOURNALS, BRINGING THE TOTAL TO 16. THESE FULLY OPEN ACCESS JOURNALS SPAN A WIDE RANGE OF TECHNOLOGIES INCLUDING TELECOMMUNICATIONS, COMPUTING, BIOMEDICAL ENGINEERING, SIGNAL PROCESSING, INDUSTRY APPLICATIONS, POWER AND ENERGY AND MORE. FOLLOWING THE 2020 SUCCESS WITH THE OPEN ACCESS READ AND PUBLISH AGREEMENT WITH THE UNIVERSITY OF ILLINOIS, IEEE CONTINUED ITS MOMENTUM BY SECURING SEVERAL AGREEMENTS WITH TOP INSTITUTIONAL PARTNERS IN 2021 INCLUDING, EUROPEAN ORGANIZATION FOR NUCLEAR RESEARCH (CERN), FINELIB, A CONSORTIUM OF FINNISH UNIVERSITIES, AND IREL, THE IRISH LICENSING CONSORTIUM. THE AGREEMENTS ALLOW RESEARCHERS AT THE PARTICIPATING INSTITUTIONS TO ACCESS IEEE JOURNALS, CONFERENCES, AND STANDARDS VIA THE IEEE XPLORE DIGITAL LIBRARY. THE AGREEMENT ALSO GRANTS AFFILIATED CORRESPONDING AUTHORS THE OPPORTUNITY TO PUBLISH THEIR WORK AS OPEN ACCESS, FREE AND AVAILABLE TO BE READ BY THE GENERAL PUBLIC WITHOUT HAVING TO BE RESPONSIBLE FOR ARTICLE PROCESSING CHARGES.THE IEEE SPECTRUM WEBSITE AND PRINT EDITION UNDERWENT A MAJOR REDESIGN IN 2021, OFFERING MANY ENHANCED FEATURES FOR IEEE MEMBERS TO ENCOURAGE ENGAGEMENT. THE NEW SITE MAKES IT EASY TO GO DEEP INTO VARIOUS TECHNOLOGY TOPICS (SUCH AS MACHINE LEARNING), TO ACCESS WEBINARS, WHITEPAPERS AND TUTORIALS, AND TO PARTICIPATE IN ONLINE CONVERSATIONS. MEMBERS CAN SAVE ARTICLES TO READ LATER, MANAGE THEIR IEEE SPECTRUM NEWSLETTER SUBSCRIPTIONS, CREATE A FEED ON TOPICS OF INTEREST AND MORE. MEMBERS ALSO HAVE ACCESS TO THE DIGITAL VERSION OF ARCHIVES GOING BACK TO THE YEAR 2000.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 THE NEXT BREAKTHROUGH TECHNOLOGIES. 82978001 72802 129033405 CONFERENCES: AS IEEE TRANSITIONED INTO YEAR TWO OF THE GLOBAL COVID-19 PANDEMIC, IEEE ACTIVELY MOVED TOWARD SAFELY HOLDING MORE IN-PERSON MEETINGS WHILE SOME EVENTS OFFERED HYBRID AND REMOTE OPTIONS. IN 2021, IEEE SPONSORED 1,899 IN 102 COUNTRIES WORLDWIDE WITH OVER 572,000 ATTENDEES, 19% HAD HYBRID ELEMENTS AND 21% HAD IN-PERSON COMPONENTS. IN-PERSON EVENTS: IN 2021, CHINA HOSTED MORE IN-PERSON EVENTS THAN ANY OTHER COUNTRY INCLUDING: 1) THE IEEE CONFERENCE ON ENERGY INTERNET AND ENERGY SYSTEM INTEGRATION, HELD IN TAIYUAN, CHINA, FEATURED 500 IN-PERSON DELEGATES AND AN ONLINE AUDIENCE OF MORE THAN 10,000 ATTENDEES, WITH 845 PUBLISHED PAPERS; 2) THE IEEE INTERNATIONAL CONFERENCE ON ROBOTICS AND AUTOMATION (ICRA 2021) WAS HELD AS A HYBRID EVENT WITH MORE THAN 2,500 PARTICIPANTS JOINING VIRTUALLY AND ANOTHER 885 GATHERING IN-PERSON AT THE XI'AN INTERNATIONAL CONVENTION AND EXHIBITION CENTER TO SHARE THE LATEST INNOVATIONS AND DEBUT EXCITING NEW TECHNOLOGIES IN THE FIELD.EVENTS WITH A HYBRID COMPONENT: 1) THE IEEE INTERNATIONAL MICROWAVE SYMPOSIUM (IMS2021), ONE OF THE LARGEST IEEE-SPONSORED CONFERENCES, HELD ITS IN-PERSON EVENT IN EARLY JUNE AT THE GEORGIA WORLD CONGRESS CENTER IN ATLANTA, FOLLOWED BY A VIRTUAL EVENT TWO WEEKS LATER; 2) THE IEEE GLOBAL COMMUNICATIONS CONFERENCE (GLOBECOM), HELD IN MADRID, SPAIN, UNDER THE THEME OF "CONNECTING CULTURES AROUND THE GLOBE," FEATURED A "NETWORK WITH THE LEADERS" PROGRAM FOR STUDENTS AND YOUNG PROFESSIONALS AS WELL AS PROGRAMMING DEDICATED TO WOMEN IN ENGINEERING.OTHER VIRTUAL TRAINING: IEEE SECTIONS CONGRESS SUCCESSFULLY PIVOTED FROM A PREVIOUS ALL IN-PERSON EVENT TO A VIRTUAL EVENT HOSTED OVER THREE DAYS WITH MORE THAN 1,550 ATTENDEES. 37569686 0 38431139 STANDARDS AND OTHER IEEE PROGRAMS:IN 2021 IEEE STANDARDS ASSOCIATION (SA) APPROVED 131 NEW STANDARDS FOR PUBLICATION. SOME OF THE KEY INITIATIVES AND ACCOMPLISHMENTS INCLUDE:IEEE PUBLISHED A NEW STANDARD, IEEE 2089-2021, TO ADDRESS AGE-APPROPRIATE DESIGN FOR CHILDREN'S DIGITAL SERVICES. THE STANDARD ESTABLISHES A FRAMEWORK THAT HELPS ORGANIZATIONS RECOGNIZE AND RESPOND TO THE NEEDS OF CHILDREN AND YOUNG PEOPLE. ADOPTION OF THIS STANDARD ASSISTS ORGANIZATIONS IN DESIGNING THEIR SERVICES WITH CHILDREN IN MIND AND DEMONSTRATES COMMITMENT TO SOCIAL RESPONSIBILITY. IEEE SA OPEN, WHICH BRIDGES THE GAP BETWEEN STANDARDS DEVELOPERS AND OTHER OPEN TECHNICAL COMMUNITIES TO ENABLE CREATIVE SOLUTIONS, WAS EMBRACED BY INDUSTRY AND TECHNICAL PROFESSIONALS AND MADE GREAT STRIDES SINCE IT LAUNCHED LAST YEAR. THE PLATFORM ADDRESSES COMMON CHALLENGES FACED BY THE OPEN-SOURCE DEVELOPMENT COMMUNITY, SUCH AS LACK OF ENGAGEMENT IN PROJECTS, SOLUTION INCOMPATIBILITY AND COMPLEXITY AROUND INTELLECTUAL PROPERTY LICENSING. IEEE CROWNED THE FIRST WINNERS OF THE CONNECTING THE UNCONNECTED CHALLENGE, A NEW COMPETITION ORGANIZED BY IEEE FUTURE NETWORKS THAT PROVIDES SOLUTIONS FOR THE DIGITAL DIVIDE. WINNERS WERE SELECTED FROM MORE THAN 250 ENTRIES REPRESENTING 69 NATIONS.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, HAD A RECORD NUMBER OF PARTICIPANTS FOR ITS FIFTEENTH EVENT -- OVER 12,000 COMPARED TO 9,305 THE PREVIOUS YEAR, WITH A TOTAL OF 5,570 TEAMS, AND A TOTAL OF 630 STUDENT BRANCHES FROM 62 COUNTRIES.IEEE'S COMMITMENT TO FINANCIAL TRANSPARENCY: IN COLLABORATION WITH VOLUNTEER LEADERS AND PROFESSIONAL STAFF, IEEE LAUNCHED IEEE NEXTGEN FINANCIALS CLOUD, A CLOUD-BASED SYSTEM THAT SUPPORTS PROJECT-BASED FINANCIALS AND PROVIDES SUPPORT FOR AUTOMATING CONTRACTS AND PURCHASE ORDERS, AS WELL AS TRACKING AND REPORTING COSTS AND EXPENSES. THE NEW SYSTEM ENABLES BOTH VOLUNTEER LEADERS AND STAFF TO BETTER MANAGE THEIR BUDGETS AND TRACK SPENDING FROM ANY PLACE IN THE WORLD. IEEE ALSO LAUNCHED NEXTGEN CONTRACTS TO HELP STREAMLINE THE CONTRACT REVIEW PROCESS FOR THE ORGANIZATION, ENABLING REAL-TIME COLLABORATION AND INCREASED VISIBILITY INTO THE CONTRACT LIFECYCLE.IEEE'S MOBILE OUTREACH VEHICLE (MOVE) CELEBRATED ITS 5TH YEAR ANNIVERSARY OF DEPLOYING TO ASSIST VICTIMS OF NATURAL DISASTERS WHERE VOLUNTEERS PROVIDED CRITICAL COMMUNICATIONS INFRASTRUCTURE AND SUPPORT TO A FEDERAL RESOURCE CENTER AND TO AMERICAN RED CROSS RESPONDERS WORKING IN THE AFFECTED COMMUNITY. IN 2021, IEEE RECEIVED A DONATION OF A SECOND MOVE VEHICLE AND COMMUNICATIONS EQUIPMENT. 37569686 0 38431139 369633348 1 1 0 1 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 0 1 X 1227 0 1 1150 1 1 1 1 BR CA JA KE KS MY SN SP UK 0 0 0 0 0 0 0 1 0 1 0 X 31 30 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI IL IN KS KY MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X X IEEE CONTROLLER OFFICE 7329810060 445 HOES LANE PISCATAWAY NJ 08854 X SUSAN LAND IEEE PRESIDENT AND CEO 10.00 0.00 X X 0 0 0 KJ RAY LIU IEEE PRESIDENT-ELECT 10.00 0.00 X X 0 0 0 TOSHIO FUKUDA IEEE PAST PRESIDENT 10.00 0.00 X X 0 0 0 KATHLEEN KRAMER DIRECTOR & SECRETARY 10.00 0.00 X X 0 0 0 MARY ELLEN RANDALL DIRECTOR & TREASURER 10.00 0.00 X X 0 0 0 STEPHEN M PHILLIPS DIRECTOR & VP, ED. ACTIVITIES 10.00 0.00 X X 0 0 0 LAWRENCE O HALL DIRECTOR & VP, PUBLICATION SERVICES AN 10.00 0.00 X X 0 0 0 MAIKE LUIKEN DIRECTOR & VP, MEM & GEO. ACT. 10.00 0.00 X X 0 0 0 JAMES E MATTHEWS DIRECTOR & PRES., STANDARDS ASSOC. 10.00 0.00 X X 0 0 0 ROGER U FUJII DIRECTOR & VP, TECHNICAL ACTIVITIES 10.00 0.00 X X 0 0 0 KATHERINE J DUNCAN DIRECTOR & PRESIDENT IEEE-USA 10.00 0.00 X X 0 0 0 EDUARDO F PALACIO DIRECTOR & DELEGATE, REGION 1 5.00 0.00 X 0 0 0 BARRY C TILTON DIRECTOR & DELEGATE, REGION 2 5.00 0.00 X 0 0 0 JILL I GOSTIN DIRECTOR & DELEGATE, REGION 3 5.00 0.00 X 0 0 0 JOHNSON A ASUMADU DIRECTOR & DELEGATE, REGION 4 5.00 0.00 X 0 0 0 JAMES R LOOK DIRECTOR & DELEGATE, REGION 5 5.00 0.00 X 0 0 0 TIMOTHY T LEE DIRECTOR & DELEGATE, REGION 6 5.00 0.00 X 0 0 0 JASON J GU DIRECTOR & DELEGATE, REGION 7 5.00 0.00 X 0 0 0 ANTONIO LUQUE DIRECTOR & DELEGATE, REGION 8 5.00 0.00 X 0 0 0 ALBERTO SANCHEZ DIRECTOR & DELEGATE, REGION 9 5.00 0.00 X 0 0 0 DEEPAK MATHUR DIRECTOR & DELEGATE, REGION 10 5.00 0.00 X 0 0 0 ALFRED E DUNLOP DIRECTOR & DELEGATE, DIVISION I 5.00 0.00 X 0 0 0 RUTH A DYER DIRECTOR & DELEGATE, DIVISION II 5.00 0.00 X 0 0 0 SERGIO BENEDETTO DIRECTOR & DELEGATE, DIVISION III 5.00 0.00 X 0 0 0 MANFRED J SCHINDLER DIRECTOR & DELEGATE, DIVISION IV 5.00 0.00 X 0 0 0 THOMAS M CONTE DIRECTOR & DELEGATE, DIVISION V 5.00 0.00 X 0 0 0 PAUL M CUNNINGHAM DIRECTOR & DELEGATE, DIVISION VI 5.00 0.00 X 0 0 0 MIRIAM P SANDERS DIRECTOR & DELEGATE, DIVISION VII 5.00 0.00 X 0 0 0 CHRISTINA M SCHOBER DIRECTOR & DELEGATE, DIVISION VIII 5.00 0.00 X 0 0 0 RABAB KREIDEIH WARD DIRECTOR & DELEGATE, DIVISION IX 5.00 0.00 X 0 0 0 DALMA NOVAK DIRECTOR & DELEGATE, DIVISION X 5.00 0.00 X 0 0 0 STEPHEN WELBY ASST. SECRETARY & EXEC DIRECTOR 40.00 1.00 X 1052709 0 229362 THOMAS R SIEGERT ASST. 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PART X, LINE 2: THE 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, 2021, AND 2020, MANAGEMENT HAS DETERMINED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED AFFILIATES NET ELIMINATIONS 992,439. CONTRIBUTION EXPENSE RECLASS 125,000. PENSION GAINS RECLASS FROM EXPENSE TO REVENUE 6,529,827. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED AFFILIATES NET ELIMINATIONS -61,597. CONTRIBUTION EXPENSE RECLASS 125,000. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES MEMBER & PUBLIC IMPERATIVES 151786 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES PERIODICALS 52 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES CONFERENCES 68200 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES STANDARDS AND OTHERS 238150 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANTMAKING 29248 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES MEMBER & PUBLIC IMPERATIVES 811598 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES PERIODICALS 36 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES CONFERENCES 8955605 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 17 PROGRAM SERVICES STANDARDS AND OTHERS 2273798 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTMAKING 440954 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES MEMBER & PUBLIC IMPERATIVES 146509 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES PERIODICALS 2431 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES CONFERENCES 3119384 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 27 PROGRAM SERVICES STANDARDS AND OTHERS 395735 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING 403095 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES MEMBER & PUBLIC IMPERATIVES 110057 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES CONFERENCES 176883 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 2 PROGRAM SERVICES STANDARDS AND OTHERS 1352549 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 GRANTMAKING 30338 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES MEMBER & PUBLIC IMPERATIVES 189865 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES PERIODICALS 55125 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES CONFERENCES 2003612 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 17 PROGRAM SERVICES STANDARDS AND OTHERS 1105564 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING 113169 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 PROGRAM SERVICES MEMBER & PUBLIC IMPERATIVES 2353 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 PROGRAM SERVICES CONFERENCES 14166 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 3 PROGRAM SERVICES STANDARDS AND OTHERS 1821 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 GRANTMAKING 2500 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES MEMBER & PUBLIC IMPERATIVES 160480 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES PERIODICALS 17695 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES CONFERENCES 217180 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES STANDARDS AND OTHERS 192989 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTMAKING 68299 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES MEMBER & PUBLIC IMPERATIVES 402497 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES PERIODICALS 3231 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES CONFERENCES 196640 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 2 PROGRAM SERVICES STANDARDS AND OTHERS 857561 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 GRANTMAKING 133872 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES MEMBER & PUBLIC IMPERATIVES 51507 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES PERIODICALS 135 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES CONFERENCES 19772 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES STANDARDS AND OTHERS 124469 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTMAKING 73973 0 0 2 68 2 68 10254675 14460208 24714883 CENTRAL AMERICA AND THE CARIBBEAN ENGINEERING DEVELOPMENT 10000 CHECK 0 NOT APPLICABLE NOT APPLICABLE EAST ASIA AND THE PACIFIC ENGINEERING DEVELOPMENT 86000 WIRE 0 NOT APPLICABLE NOT APPLICABLE EAST ASIA AND THE PACIFIC ENGINEERING FELLOWSHIP 15000 CHECK 0 NOT APPLICABLE NOT APPLICABLE EAST ASIA AND THE PACIFIC ENGINEERING FELLOWSHIP 30000 WIRE 0 NOT APPLICABLE NOT APPLICABLE EUROPE ENGINEERING ACHIEVEMENT AWARD 6000 WIRE 0 NOT APPLICABLE NOT APPLICABLE EUROPE ENGINEERING DEVELOPMENT 38612 CHECK 0 NOT APPLICABLE NOT APPLICABLE EUROPE ENGINEERING DEVELOPMENT 69589 WIRE 0 NOT APPLICABLE NOT APPLICABLE NORTH AMERICA ENGINEERING ACHIEVEMENT AWARD 25000 CHECK 0 NOT APPLICABLE NOT APPLICABLE NORTH AMERICA ENGINEERING DEVELOPMENT 10000 CHECK 0 NOT APPLICABLE NOT APPLICABLE SOUTH AMERICA ENGINEERING DEVELOPMENT 17000 WIRE 0 NOT APPLICABLE NOT APPLICABLE SOUTH ASIA ENGINEERING DEVELOPMENT 20650 WIRE 0 NOT APPLICABLE NOT APPLICABLE SUB-SAHARAN AFRICA ENGINEERING DEVELOPMENT 10379 CHECK 0 NOT APPLICABLE NOT APPLICABLE SUB-SAHARAN AFRICA ENGINEERING DEVELOPMENT 6000 WIRE 0 NOT APPLICABLE NOT APPLICABLE 28 2 ENGINEERING ACHIEVEMENT AWARD CENTRAL AMERICA AND THE CARIBBEAN 4 2250 CHECKS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING ACHIEVEMENT AWARD EAST ASIA AND THE PACIFIC 452 150575 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING ACHIEVEMENT AWARD EUROPE 262 185118 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING ACHIEVEMENT AWARD MIDDLE EAST AND NORTH AFRICA 27 22257 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING ACHIEVEMENT AWARD NORTH AMERICA 144 36131 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING ACHIEVEMENT AWARD SOUTH AMERICA 66 39476 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING ACHIEVEMENT AWARD SOUTH ASIA 75 24041 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING ACHIEVEMENT AWARD SUB-SAHARAN AFRICA 10 12000 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT CENTRAL AMERICA AND THE CARIBBEAN 1 10000 WIRES 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT EAST ASIA AND THE PACIFIC 72 19024 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT EUROPE 21 19948 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT MIDDLE EAST AND NORTH AFRICA 4 560 CHECKS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT NORTH AMERICA 7 7319 CHECKS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT RUSSIA AND NEIGHBORING STATES 1 500 CHECKS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT SOUTH AMERICA 3 340 CHECKS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT SOUTH ASIA 43 8053 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT SUB-SAHARAN AFRICA 2 265 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING FELLOWSHIP EAST ASIA AND THE PACIFIC 10 38000 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING FELLOWSHIP EUROPE 6 28000 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING FELLOWSHIP MIDDLE EAST AND NORTH AFRICA 1 5000 WIRES 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING FELLOWSHIP NORTH AMERICA 2 12000 CHECKS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING FELLOWSHIP SOUTH ASIA 1 3000 WIRES 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING SCHOLARSHIP EAST ASIA AND THE PACIFIC 8 7300 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING SCHOLARSHIP EUROPE 3 2500 CHECKS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING SCHOLARSHIP MIDDLE EAST AND NORTH AFRICA 2 800 CHECKS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING SCHOLARSHIP NORTH AMERICA 1 1000 CHECKS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING SCHOLARSHIP RUSSIA AND NEIGHBORING STATES 2 2000 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING SCHOLARSHIP SOUTH AMERICA 1 1000 CHECKS 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING SCHOLARSHIP SOUTH ASIA 38 35400 CHECKS; WIRE TRANSFERS 0 NOT APPLICABLE NOT APPLICABLE 0 0 1 0 0 1 PART I, LINE 2: 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. PART III ACCOUNTING METHOD: SCHEDULE F, PART I, LINE 3, AND PARTS II AND III THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. 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 CASH BASIS. PART I, LINE 3, COLUMN C A MAJORITY OF THE EMPLOYEES, AGENTS, AND INDEPENDENT CONTRACTORS REPORTED IN SCHEDULE F, PART I ARE INDEPENDENT CONTRACTORS THAT PROVIDE SHORT-TERM TEMPORARY CONTRACT WORK FOR IEEE. 1 IEEE FOUNDATION INC 445 HOES LANE PISCATAWAY NJ 08854 231710664 501(C)(3) 2400230 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT CURATORS OF THE UNIVERSITY OF MISSOURI 300 WEST 12 STREET 202 CENTENNIAL HALL ROLLA MO 65409 436003859 501(C)(3) 30000 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING FELLOWSHIP REGENTS OF THE UNIVERSITY OF MINNESOTA 2221 UNIVERSITY AVE SE STE 100 MINNEAPOLIS MN 55414 416007513 501(C)(3) 12000 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT REGIS UNIVERSITY 3333 REGIS BOULEVARD DENVER CO 80221 840402707 501(C)(3) 49996 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT AMERICAN AUTOMATIC CONTROL COUNCIL UW EE CE BOX 352500 SEATTLE WA 981952500 231352630 501(C)(3) 10000 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT DREXEL UNIVERSITY RESEARCH ACCOUNTING SERVICES LBX 1090 PHILADELPHIA PA 19195 041679980 501(C)(3) 25000 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 231352688 501(C)(3) 10000 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT VILLANOVA UNIVERSITY ELECTRICAL AND COMPUTER ENGRG 800 LANCASTER AVE VILLANOVA PA 190851681 851981480 501(C)(3) 10000 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT ROTARY E-CLUB OF SILICON VALLEY SMART VILLAGE 30997 NIAKWA ROAD EVERGREEN CO 80439 020222111 501(C)(3) 72000 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT DARTMOUTH COLLEGE THAYER SCHOOL OF ENGINEERING800 CUMMINGS HALL HANOVER NH 03755 770312776 501(C)(3) 15000 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT UNIVERSITY OF ARIZONA FOUNDATION ENGRG PROFESSIONAL DEVELOPMENT1224 N VINE AVE TUCSON AZ 857194552 362167817 501(C)(3) 50000 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT UNIVERSITY OF SOUTH FLORIDA FOUNDATION INC 4202 E FOWLER AVE ALC 100 TAMPA FL 33620 590879015 501(C)(3) 25000 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT SANTA CLARA SCHOOLS FOUNDATION PO BOX 1369 SANTA CLARA CA 95052 770312776 501(C)(3) 25000 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 15000 0 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT 14 0 ENGINEERING ACHIEVEMENT AWARD 405 363683 NOT APPLICABLE NOT APPLICABLE ENGINEERING DEVELOPMENT 16 93915 NOT APPLICABLE NOT APPLICABLE ENGINEERING FELLOWSHIP 21 432000 NOT APPLICABLE NOT APPLICABLE ENGINEERING SCHOLARSHIP 16 25800 NOT APPLICABLE NOT APPLICABLE PART I, LINE 2: 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 I, PARTS I, II AND III THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. 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 CASH BASIS. 1 X X X X X 0 1 0 1 0 0 0 1 0 STEPHEN WELBY ASST. SECRETARY & EXEC DIRECTOR 639353 0 196565 0 216791 0 227762 0 1600 0 1282071 0 147608 0 MARY WARD-CALLAN MANAGING DIRECTOR TECH ACTIVITIES 414324 0 100370 0 57239 0 77366 0 16434 0 665733 0 0 0 THOMAS R SIEGERT ASST. TREASURER & CFO 431128 0 87490 0 37090 0 74730 0 10690 0 641128 0 0 0 KONSTANTINOS KARACHALIOS MANAGING DIRECTOR IEEE STANDARDS 411581 0 65330 0 70909 0 70385 0 0 0 618205 0 0 0 SOPHIA MUIRHEAD GENERAL COUNSEL & CCO 420189 0 86280 0 16852 0 43329 0 16431 0 583081 0 0 0 DONNA HOURICAN STAFF EXECUTIVE CORP ACTIVITIES 339305 0 70240 0 27901 0 61308 0 0 0 498754 0 0 0 CHERIF AMIRAT CHIEF INFORMATION OFFICER 363315 0 50330 0 14504 0 47797 0 10759 0 486705 0 0 0 KAREN L HAWKINS CHIEF MARKETING OFFICER 319879 0 65180 0 25372 0 59205 0 9278 0 478914 0 0 0 FRANCIS STAPLES SN DIRECTOR GLOBAL SALES & CUST OPS 207169 0 164297 0 38031 0 38755 0 10957 0 459209 0 0 0 JEAN JENNINGS DIRECTOR OF INTERNATIONAL SALES 178379 0 186880 0 34022 0 46322 0 4593 0 450196 0 0 0 EMILY CSERNICA DIRECTOR OF NORTH AMERICAN SALES 125751 0 245632 0 26673 0 26988 0 5862 0 430906 0 0 0 STEVEN HEFFNER MANAGING DIRECTOR PUBLICATIONS 336148 0 16730 0 2609 0 32733 0 2485 0 390705 0 0 0 JAMES MOESCH MANAGING DIRECTOR EDUCATION 261886 0 35050 0 196 0 37396 0 1391 0 335919 0 0 0 PART I, LINE 3 THE 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. PART I, LINE 4B STEPHEN WELBY, EXECUTIVE DIRECTOR, IS THE ONLY PARTICIPANT IN A NONQUALIFIED, UNFUNDED, DEFERRED COMPENSATION PLAN UNDER SECTION 457(F) OF THE IRS CODE. THE NON-VESTED PORTION OF MR. WELBY'S DEFERRED COMPENSATION OF $153,806 (CONTRIBUTION ACCRUAL) IS REPORTED IN SCHEDULE J, PART II, COLUMN C. MR. WELBY VESTED AND RECEIVED PREVIOUSLY DEFERRED COMPENSATION OF $147,608 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. PART I, LINE 5 IEEE 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 PLANNCENTIVE BONUS PLAN. PART I, LINE 7 IEEE 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. THOMAS M CALLAN FAMILY MEMBER OF CURRENT KEY EMPLOYEE MARY WARD-CALLAN 89965 EMPLOYMENT 0 CONFERENCE CATALYSTS LLC FAMILY MEMBER OF CURRENT DIRECTOR, RUTH DYER, OWNS 100% OF THE COMPANY 1386614 BUSINESS 0 X 1 26000 FMV X EQUIPMENT 1 26000 FMV 0 0 0 0 PART I, COLUMN (B): CONTRIBUTIONS RECEIVED BY IEEE ARE REPORTED BASED ON THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: 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. FORM 990, PART VI, SECTION A, LINE 6 IEEE HAS A TOTAL OF 409,954 MEMBERS IN OVER 160 COUNTRIES AROUND THE WORLD. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS OF IEEE ELECT THE DIRECTORS OF IEEE. VOTING MEMBERS ARE THOSE MEMBERS OF MEMBER GRADE OR ABOVE AS DEFINED IN THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE CONSTITUTION ARE SUBJECT TO APPROVAL BY THE VOTING MEMBERS OF THE ORGANIZATION. VOTING MEMBERS ARE THOSE MEMBERS OF MEMBER GRADE OR ABOVE AS DEFINED IN THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B IEEE 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, SECTION B, LINE 12C IEEE 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 A 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, SECTION B, LINE 15 THE 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, SECTION C, LINE 19 THE 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 VII, SECTION A, LINE 1A: EMPLOYEE HOURS REFLECT THE IEEE STANDARD WORK WEEK OF 40 HOURS PER WEEK. HOURS FOR VOLUNTEER OFFICERS AND DIRECTORS ARE BASED ON ESTIMATES OF TIME SPENT FOR EACH POSITION. ACTUAL HOURS FOR EACH PERSON MAY VARY BY WEEK. FORM 990, PART IX, LINE 11G PROFESSIONAL CONSULTANT, CONTRACTOR FEES, AND OTHER FEES: PROGRAM SERVICE EXPENSES 43,208,641. MANAGEMENT AND GENERAL EXPENSES 152,720. FUNDRAISING EXPENSES 103,510. TOTAL EXPENSES 43,464,871. FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT 6,529,828. 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