STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC (EIN 13-1656633)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-02
IRS object ID
201613099349301556
Schema version
2015v2.1
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)
Return2016-11-02T14:33:51-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131656633EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINSTBusinessNameControlTxt
Phone7329810060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1445 Hoes LaneAddressLine1Txt
CityPiscatawayCityNm
State AbbreviationNJStateAbbreviationCd
ZIP088544141ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas R SiegertPersonNm
Person TitleCFO & Asst. TreasurerPersonTitleTxt
Phone7325626843PhoneNum
Signature2016-11-04SignatureDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1IEEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerE James PrendergastPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1445 Hoes LaneAddressLine1Txt
CityPiscatawayCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08854ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$729,810,975GrossReceiptsAmt
Group Return For AffiliatesYes (1)GroupReturnForAffiliatesInd
All Affiliates IncludedYes (1)AllAffiliatesIncludedInd
Group Exemption2038GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.ieee.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1896FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or Mission2015 was a year of advances, hallmarked by the expansion of IEEE's existing relationships with the international business and governmental communities, as well as the broadening of IEEE's influence, impact and reach in communities and regions around the world as diverse as Africa, China, India and the European Union; The Board focused on a vision for IEEE in year 2030; revisions to IEEE's Constitution aimed at creating a nimble, flexible forward-looking organization; targeted industry engagement efforts served to enhance IEEE's global footprint with emphasis on technology leaders in Germany, China, Japan and the United States; continued growth of IEEE's technical communities and Future Directions initiatives, particularly in the areas of Smart Cities, Smart Grid and Internet of Things; 2015 ended by approving an international presence in Vienna, Austria and Shenzhen, China. For additional 2015 IEEE significant activities see Part III, page 2.ActivityOrMissionDesc
Voting Members Governing Body31VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee1379TotalEmployeeCnt
Total Volunteers100000TotalVolunteersCnt
Total Gross UBI$13,455,265TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$1,159,635NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,040,254PYContributionsGrantsAmt
CY Contributions Grants$2,285,419CYContributionsGrantsAmt
PY Program Service Revenue$417,980,972PYProgramServiceRevenueAmt
CY Program Service Revenue$423,081,141CYProgramServiceRevenueAmt
PY Investment Income$16,651,676PYInvestmentIncomeAmt
CY Investment Income$19,238,633CYInvestmentIncomeAmt
PY Other Revenue$17,764,652PYOtherRevenueAmt
CY Other Revenue$17,001,634CYOtherRevenueAmt
PY Total Revenue$454,437,554PYTotalRevenueAmt
CY Total Revenue$461,606,827CYTotalRevenueAmt
PY Grants And Similar Paid$4,404,773PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,138,280CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$167,481,201PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$161,967,084CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,416,169CYTotalFundraisingExpenseAmt
PY Other Expenses$282,039,415PYOtherExpensesAmt
CY Other Expenses$282,437,281CYOtherExpensesAmt
PY Total Expenses$453,925,389PYTotalExpensesAmt
CY Total Expenses$448,542,645CYTotalExpensesAmt
PY Revenues Less Expenses$512,165PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,064,182CYRevenuesLessExpensesAmt
Total Assets BOY$566,351,689TotalAssetsBOYAmt
Total Assets EOY$563,679,907TotalAssetsEOYAmt
Total Liabilities BOY$234,344,809TotalLiabilitiesBOYAmt
Total Liabilities EOY$244,217,633TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$332,006,880NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$319,462,274NetAssetsOrFundBalancesEOYAmt
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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$110,605,471ExpenseAmt
Grant$3,522,515GrantAmt
Revenue$60,183,418RevenueAmt
DescMEMBERSHIPS & PUBLIC IMPERATIVES - IEEE is the world's largest technical professional organization dedicated to advancing technology for the benefit of humanity; in 2015 IEEE memberships exceeded 421,000, student memberships exceeded 114,000 and IEEE society memberships exceeded 334,000 in 39 IEEE Societies; IEEE launched IEEE Collabratec, a new collaboration space and suite of productivity tools that enable its global community to better collaborate and move the leading edge of technology forward; IEEE delegations met with over 150 industry leaders from more than 50 companies to collect feedback on key issues relating to the future vitality of the local engineering and technical workforce; the IEEE Ad Hoc Committee on Board Outreach lead board-level industry engagements and outreach efforts; the IEEE Ad Hoc Committee on Engagement in Europe was tasked to work to expand IEEE's engagement with, and support of, the European engineering community, which includes nearly 60,000 IEEE members.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$148,634,285ExpenseAmt
Grant$0GrantAmt
Revenue$167,552,765RevenueAmt
DescPERIODICALS - In 2015 IEEE expanded its roster of world-class journals and Open Access offerings by adding 9 IEEE Journals to reach a total of more than 170 quality journals, magazines and research collections covering a wide range of technology and professional interest areas; IEEE added content from the Society of Motion Picture and Television Engineers to the nearly four million documents available through IEEE Xplore; IEEE Spectrum won numerous awards, including a Tabbie Award for Feature Article, Best B2B Website, the Gold Award for Best Cover from the Society of Publication Designers, Azbee Awards for Website Design, Landing Page Design and Video Tutorial and two Jesse H. Neil Awards; IEEE publications received top prize in three categories at the 27th Annual APEX Awards for Publication Excellence; IEEE Xplore's database has grown to include more than 3.8 million documents stretching as far back as 1882 and is now considered one of the leading resources of scientific and technical information in the world; since its launch in 2000 over 1 billion articles have been downloaded.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$136,070,092ExpenseAmt
Grant$615,764GrantAmt
Revenue$165,854,288RevenueAmt
DescCONFERENCES - IEEE sponsors more than 1,600 annual conferences and meetings around the world; in 2015 the debut of the N3XT Summit, a one-day global event covering the technical entrepreneur community; development and growth of the IEEE Women in Engineering's International Leadership Conference, which is rapidly becoming one of the flagship events for women in technology; expansion of public policy work within the European Union included policy-focused summits throughout the year; IEEE hosted the Toward Secure Green Energy summit that brought together policymakers, engineers and scientists to discuss critical issues in technology policy for Europe; IEEE led a cybersecurity and privacy workshop at the 2015 World Summit on the Information Society Forum relating to collaborative Internet security, and conducting a data protection session at the Pan-European dialogue on Internet governance.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$34,873,704ExpenseAmt
Grant$0GrantAmt
Revenue$29,490,670RevenueAmt
DescSTANDARDS AND OTHER MISCELLANEOUS PROGRAMS - In 2015 IEEE made substantial updates to its policy around patents required to implement IEEE standards; these updates give companies greater assurance that they can fairly license patents that can potentially be essential to the implementation of IEEE standards; these advancements received global, in-depth attention by governments, standards development organizations, corporations and the media; finalization and implementation of agreements between IEEE Standards Association and the Bureau of Industry Standards in India, the Pakistan Engineering Council, the Zambia Bureau of Standards and other standards development organizations; IEEE-SA continued its participation in the European Multi-Stakeholder Platform (MSP) on Information and Communication Technologies (ICT) standardization; MSP provides counsel on matters relating to the implementation of ICT standardization policies in support of European legislation.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$34,873,704TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$29,490,670TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$430,183,552TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document953IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1379EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryAEForeignCountryCd
Foreign CountryARForeignCountryCd
Foreign CountryASForeignCountryCd
Foreign CountryAUForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryBGForeignCountryCd
Foreign CountryBKForeignCountryCd
Foreign CountryBOForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryBUForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryCEForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryCOForeignCountryCd
Foreign CountryCSForeignCountryCd
Foreign CountryCYForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryECForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryESForeignCountryCd
Foreign CountryETForeignCountryCd
Foreign CountryEZForeignCountryCd
Foreign CountryFIForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGHForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryGRForeignCountryCd
Foreign CountryGTForeignCountryCd
Foreign CountryHKForeignCountryCd
Foreign CountryHOForeignCountryCd
Foreign CountryHUForeignCountryCd
Foreign CountryICForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryJOForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryKUForeignCountryCd
Foreign CountryLEForeignCountryCd
Foreign CountryLHForeignCountryCd
Foreign CountryMCForeignCountryCd
Foreign CountryMKForeignCountryCd
Foreign CountryMTForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountryNIForeignCountryCd
Foreign CountryNOForeignCountryCd
Foreign CountryNUForeignCountryCd
Foreign CountryNZForeignCountryCd
Foreign CountryPEForeignCountryCd
Foreign CountryPKForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountryPMForeignCountryCd
Foreign CountryPOForeignCountryCd
Foreign CountryROForeignCountryCd
Foreign CountryRPForeignCountryCd
Foreign CountryRQForeignCountryCd
Foreign CountryRSForeignCountryCd
Foreign CountrySAForeignCountryCd
Foreign CountrySFForeignCountryCd
Foreign CountrySIForeignCountryCd
Foreign CountrySNForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountrySZForeignCountryCd
Foreign CountryTDForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryTUForeignCountryCd
Foreign CountryTWForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryUPForeignCountryCd
Foreign CountryUYForeignCountryCd
Foreign CountryVEForeignCountryCd
Foreign CountryVMForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members31GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonControllerPersonNm
Phone7329810060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1445 Hoes LaneAddressLine1Txt
CityPiscatawayCityNm
State AbbreviationNJStateAbbreviationCd
ZIP088544141ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Howard E Michel
President & CEO100Yes (X)Yes (X)$114,576$0$0
Barry L Shoop
President-Elect100Yes (X)Yes (X)$0$0$0
J Roberto de Marca
Past President100Yes (X)Yes (X)$0$0$0
Saurabh Sinha
Vice President - Educational Activities100Yes (X)Yes (X)$0$0$0
Sheila Hemami
VP - Publications Svs & Products100Yes (X)Yes (X)$0$0$0
Wai-Choong Wong
VP - Member & Geographic Activities100Yes (X)Yes (X)$0$0$0
Bruce P Kraemer
President - Standards Association100Yes (X)Yes (X)$0$0$0
Vincenzo Piuri
VP - Technical Activities100Yes (X)Yes (X)$0$0$0
James A Jefferies
President - IEEE USA100Yes (X)Yes (X)$0$0$0
Parviz Famouri
Director & Secretary100Yes (X)Yes (X)$0$0$0
Jerry Hudgins
Director & Treasurer100Yes (X)Yes (X)$3,500$0$0
Vincent P Socci
Director Region - 150Yes (X)$0$0$0
Timothy P Kurzweg
Director Region - 250Yes (X)$0$0$0
Mary Ellen Randall
Director Region - 350Yes (X)$0$0$0
Robert C Parro
Director Region - 450Yes (X)$0$0$0
J Derald Morgan
Director Region - 550Yes (X)$0$0$0
Thomas Coughlin
Director Region - 650Yes (X)$0$0$0
Amir G Aghdam
Director Region - 750Yes (X)$0$0$0
Costas M Stasopoulos
Director Region - 850Yes (X)$0$0$0
Norberto M Lerendegui
Director Region - 950Yes (X)$0$0$0
Ramakrishna Kappagantu
Director Region - 1050Yes (X)$0$0$0
Ellen J Yoffa
Director Division - I50Yes (X)$0$0$0
Hirofumi Akagi
Director Division - II50Yes (X)$0$0$0
Harvey A Freeman
Director Division - III50Yes (X)$0$0$0
William W Moses
Director - Division IV50Yes (X)$0$0$0
Susan K Land
Director Division - V50Yes (X)$0$0$0
Rob Reilly
Director Division - VI50Yes (X)$0$0$0
Wanda K Reder
Director Division - VII52Yes (X)$0$0$0
John W Walz
Director Division - VIII50Yes (X)$0$0$0
Marina Ruggieri
Director Division - IX50Yes (X)$0$0$0
Kazuhiro Kosuge
Director Division - X50Yes (X)$0$0$0
E James Prendergast
Asst Secretary & Exec Dir400Yes (X)$1,182,887$0$212,722
Thomas R Siegert
CFO & Asst Treas401Yes (X)$442,666$0$36,545
Mary Ward-Callan
Mging Director - Technical Activities400$478,212$0$43,803Yes (X)
Patrick Mahoney
Chief Marketing Officer400$381,248$0$38,955Yes (X)
Anthony Durniak
Staff Executive - Publications400$300,137$0$40,019Yes (X)
Donna Hourican
Acting CIO Sr Dir BDRS400$291,290$0$35,000Yes (X)
Elena Gerstmann
Staff Executive Corp Activities4010$283,757$0$38,400Yes (X)
Cherif Amirat
Chief Information Officer400$151,701$0$18,916Yes (X)
Eileen M Lach
General Counsel & CCO400$559,252$0$40,594Yes (X)
Jonathan Dahl
Sr Director - Strategic Bus Devt400$439,902$0$46,508Yes (X)
Francis Staples
Sr Dir - Global Sales & Customer Ops400$450,609$0$36,813Yes (X)
Jean Jennings
Director - International Sales400$429,636$0$38,325Yes (X)
Konstantinos Karachalios
Managing Dir - IEEE Standards400$424,864$0$35,000Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,934,237TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$661,600TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K459IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtAddress Line2ContractorAddress/USAddress/AddressLine2TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
iEnergizer Aptara Limited
Box 1396313963 Collections Center DrChicagoIL60693Conversion of text and graphics files to XML format$4,921,102
Cadmus Professional Communications
PO Box 822934PhiladelphiaPA19182Printing, binding and mailing services - domestic$4,726,689
Oracle America Inc
500 Oracle ParkwayRedwood ShoresCA94065License and maintain core financial system$3,280,056
Finn Partners Inc
301 East 57th StreetNew YorkNY10022Support IEEE Public Relations efforts; website management$2,855,358
IMEX Global Solutions
PO Box 32229HartfordCT06150International mailing of IEEE Publications$2,684,077
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K81CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$2,039,643RelatedOrganizationsAmt
Government Grants$107,255GovernmentGrantsAmt
All Other Contributions$138,521AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$2,285,419TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Memberships & Public Imperatives900099$60,183,418$52,728,138$7,230,427$224,853
Periodicals900099$167,552,765$164,576,470$2,976,295$0
Conferences900099$165,854,288$165,264,347$589,941$0
Standards900099$28,849,215$28,818,715$0$30,500
Other Program Service Revenue900099$641,455$641,455$0$0

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$423,081,141TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,344,646TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$6,344,646ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,277,032TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$14,277,032ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$66,000RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$66,000RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$66,000TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$66,000ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$281,098,135SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$268,204,148SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$12,893,987SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,893,987TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$12,893,987ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Standards - Alliance Mgmt Support900099$2,412,394$0$2,412,394$0
Engineering Certification Programs541900$246,208$0$246,208$0

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$2,658,602OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$461,606,827TotalRevenueColumnAmt
Related Or Exempt Func Income$412,029,125RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$13,455,265UnrelatedBusinessRevenueAmt
Exclusion$33,837,018ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,163,312TotalAmt
Program Services$2,163,312ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$562,627TotalAmt
Program Services$562,627ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,412,341TotalAmt
Program Services$1,412,341ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,094,334TotalAmt
Program Services$3,445,887ProgramServicesAmt
Management And General$648,447ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$119,982,954TotalAmt
Program Services$116,007,143ProgramServicesAmt
Management And General$3,207,277ManagementAndGeneralAmt
Fundraising$768,534FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$13,988,721TotalAmt
Program Services$13,311,933ProgramServicesAmt
Management And General$564,888ManagementAndGeneralAmt
Fundraising$111,900FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,190,638TotalAmt
Program Services$13,657,870ProgramServicesAmt
Management And General$437,792ManagementAndGeneralAmt
Fundraising$94,976FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,710,437TotalAmt
Program Services$9,344,747ProgramServicesAmt
Management And General$301,599ManagementAndGeneralAmt
Fundraising$64,091FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,894,171TotalAmt
Program Services$1,894,171ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$937,293TotalAmt
Program Services$934,793ProgramServicesAmt
Management And General$2,500ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,383TotalAmt
Program Services$1,383ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$26,156,120TotalAmt
Program Services$25,749,846ProgramServicesAmt
Management And General$383,151ManagementAndGeneralAmt
Fundraising$23,123FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,609,870TotalAmt
Program Services$8,310,822ProgramServicesAmt
Management And General$226,725ManagementAndGeneralAmt
Fundraising$72,323FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,156,235TotalAmt
Program Services$11,203,837ProgramServicesAmt
Management And General$881,042ManagementAndGeneralAmt
Fundraising$71,356FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$13,191,306TotalAmt
Program Services$13,128,298ProgramServicesAmt
Management And General$59,535ManagementAndGeneralAmt
Fundraising$3,473FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$12,335,900TotalAmt
Program Services$12,335,900ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,992,185TotalAmt
Program Services$584,108ProgramServicesAmt
Management And General$6,387,477ManagementAndGeneralAmt
Fundraising$20,600FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$20,027,685TotalAmt
Program Services$17,793,814ProgramServicesAmt
Management And General$2,167,266ManagementAndGeneralAmt
Fundraising$66,605FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$94,084,778TotalAmt
Program Services$94,005,922ProgramServicesAmt
Management And General$73,599ManagementAndGeneralAmt
Fundraising$5,257FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$429,430TotalAmt
Program Services$422,956ProgramServicesAmt
Management And General$6,474ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,669,193TotalAmt
Program Services$13,621,830ProgramServicesAmt
Management And General$2,046,211ManagementAndGeneralAmt
Fundraising$1,152FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,099,517TotalAmt
Program Services$729,814ProgramServicesAmt
Management And General$369,703ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Printing & Publications$39,825,626$39,743,986$22,622$59,018
Commission Expense$21,024,613$21,023,933$680$0
Member & Regional Expenses$4,508,752$4,135,986$372,228$538
Equipment Rental & Maintenance$1,773,658$1,025,780$745,886$1,992

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,719,566TotalAmt
Program Services$3,630,513ProgramServicesAmt
Management And General-$1,962,178ManagementAndGeneralAmt
Fundraising$51,231FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$448,542,645TotalAmt
Program Services$430,183,552ProgramServicesAmt
Management And General$16,942,924ManagementAndGeneralAmt
Fundraising$1,416,169FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,930,622BOYAmt
EOY$11,981,906EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$54,179,100BOYAmt
EOY$62,951,100EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$552,736BOYAmt
EOY$534,755EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$31,255,181BOYAmt
EOY$30,942,212EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$12,246BOYAmt
EOY$76,994EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,949,755BOYAmt
EOY$16,169,567EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$139,425,802LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$90,569,829LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$54,094,849BOYAmt
EOY$48,855,973EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$400,377,200BOYAmt
EOY$392,167,400EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$566,351,689BOYAmt
EOY$563,679,907EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$78,480,009BOYAmt
EOY$77,679,833EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$113,585,100BOYAmt
EOY$126,169,000EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$42,279,700BOYAmt
EOY$40,368,800EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$234,344,809BOYAmt
EOY$244,217,633EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$330,143,980BOYAmt
EOY$317,469,674EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,671,500BOYAmt
EOY$1,801,200EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$191,400BOYAmt
EOY$191,400EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$332,006,880BOYAmt
EOY$319,462,274EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$566,351,689BOYAmt
EOY$563,679,907EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$13,064,182ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$25,608,788NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$2,014,836CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,424,280CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,981,284CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,040,254CurrentTaxYearMinus1YearAmt
Current Tax Year$2,285,419CurrentTaxYearAmt
Total$9,746,073TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$381,762,197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$396,250,827CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$404,342,559CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$417,980,972CurrentTaxYearMinus1YearAmt
Current Tax Year$423,081,141CurrentTaxYearAmt
Total$2,023,417,696TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

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

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

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

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

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

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$383,777,033CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$397,675,107CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$406,323,843CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$420,021,226CurrentTaxYearMinus1YearAmt
Current Tax Year$425,366,560CurrentTaxYearAmt
Total$2,033,163,769TotalAmt

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$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

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

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
FieldValueIRS element (for citing)
Public Support Total509$2,033,163,769PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,129,769CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,530,771CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,573,680CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,486,232CurrentTaxYearMinus1YearAmt
Current Tax Year$20,943,031CurrentTaxYearAmt
Total$72,663,483TotalAmt

Post1975 UBTI Post1975UBTIGrp

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

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,129,769CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,530,771CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,573,680CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,486,232CurrentTaxYearMinus1YearAmt
Current Tax Year$20,943,031CurrentTaxYearAmt
Total$72,663,483TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

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

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$394,906,802CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$408,205,878CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$415,897,523CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$440,507,458CurrentTaxYearMinus1YearAmt
Current Tax Year$446,309,591CurrentTaxYearAmt
Total$2,105,827,252TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96549PublicSupportCY509Pct
Public Support PY5090.96961PublicSupportPY509Pct
Investment Income CY0.03451InvestmentIncomeCYPct
Investment Income PY0.03039InvestmentIncomePYPct
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 Grassroots Lobbying TotalGrassrootsLobbyingGrp

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$353,664FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$353,664FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$429,829,888FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$430,183,552FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

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$285,443CurrentYearMinus3Amt
Current Year Minus2$285,558CurrentYearMinus2Amt
Current Year Minus1$217,153CurrentYearMinus1Amt
Current Year$353,664CurrentYearAmt
Total$1,141,818TotalAmt

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

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$873,000OtherCostOrOtherBasisAmt
Book Value$873,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$17,956,600OtherCostOrOtherBasisAmt
Depreciation$13,306,200DepreciationAmt
Book Value$4,650,400BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$17,853,689OtherCostOrOtherBasisAmt
Depreciation$7,770,177DepreciationAmt
Book Value$10,083,512BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$102,742,513OtherCostOrOtherBasisAmt
Depreciation$69,493,452DepreciationAmt
Book Value$33,249,061BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$48,855,973TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Deposits - IEEE Foundation$39,721,100
Obligations Under Capital Leases$647,700
FieldValueIRS element (for citing)
Total Liability$40,368,800TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$436,068,700TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$25,608,788NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$70,661OtherRevenueAmt
Revenue Not Reported-$25,538,127RevenueNotReportedAmt
Revenue Subtotal$461,606,827RevenueSubtotalAmt
Investment Expenses Not Incld$0InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$461,606,827TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$449,442,300TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$899,655OtherExpensesIncludedAmt
Expenses Not Reported$899,655ExpensesNotReportedAmt
Expenses Subtotal$448,542,645ExpensesSubtotalAmt
Investment Expenses Not Incld2$0InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$448,542,645TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part X, Line 2Income Taxes and Tax Status The Institute follows the provisions of FASB Interpretation No. 48 Accounting for Uncertainties in Income Taxes, an interpretation of FASB Statement No. 109, now incorporated in Accounting Standards Codification 740, Income Taxes. ASC 740 10 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. 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 may be subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. The tax years ending December 31, 2012, 2013, 2014 and 2015 are still open to audit for both federal and state purposes. As of December 31, 2015, 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 2dEliminations
Schedule D, Part XII, Line 2dEliminations

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (44 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Grantmaking$4,160
Central America and the Caribbean00Program Services$357,862Memberships and Public Imperatives
Central America and the Caribbean00Program Services$331Periodicals
Central America and the Caribbean00Program Services$422,860Conferences
Central America and the Caribbean00Program Services$126,942Standards and Other
East Asia and the Pacific23Grantmaking$432,019
East Asia and the Pacific00Program Services$1,549,447Memberships and Public Imperatives
East Asia and the Pacific00Program Services$6,669Periodicals
East Asia and the Pacific00Program Services$14,564,365Conferences
East Asia and the Pacific00Program Services$487,062Standards and Other
Europe (including Iceland and Greenland)00Grantmaking$677,885
Europe (including Iceland and Greenland)00Program Services$285,512Memberships and Public Imperatives
Europe (including Iceland and Greenland)00Program Services$3,958Periodicals
Europe (including Iceland and Greenland)00Program Services$16,261,367Conferences
Europe (including Iceland and Greenland)00Program Services$383,517Standards and Other
Middle East and North Africa00Grantmaking$16,268
Middle East and North Africa00Program Services$80,141Memberships and Public Imperatives
Middle East and North Africa00Program Services$1,071Periodicals
Middle East and North Africa00Program Services$856,187Conferences
Middle East and North Africa00Program Services$47,116Standards and Other
North America (including Canada and Mexico, but not the United States)00Grantmaking$337,211
North America (including Canada and Mexico, but not the United States)00Program Services$721,496Memberships and Public Imperatives
North America (including Canada and Mexico, but not the United States)00Program Services$373Periodicals
North America (including Canada and Mexico, but not the United States)00Program Services$4,429,082Conferences
North America (including Canada and Mexico, but not the United States)00Program Services$462,636Standards and Other
Russia and the newly independent States11Grantmaking$6,000
Russia and the newly independent States00Program Services$51,706Memberships and Public Imperatives
Russia and the newly independent States00Program Services$2,599Periodicals
Russia and the newly independent States00Program Services$6,758Conferences
Russia and the newly independent States00Program Services$14,847Standards and Other
South America00Grantmaking$45,786
South America00Program Services$304,417Memberships and Public Imperatives
South America00Program Services$932Periodicals
South America00Program Services$776,804Conferences
South America00Program Services$230,628Standards and Other
South Asia00Grantmaking$55,638
South Asia00Program Services$349,116Memberships and Public Imperatives
South Asia00Program Services$682Periodicals
South Asia00Program Services$250,162Conferences
South Asia00Program Services$194,844Standards and Other
Sub-Saharan Africa00Grantmaking$7,490
Sub-Saharan Africa00Program Services$30,314Memberships and Public Imperatives
Sub-Saharan Africa00Program Services$367,902Conferences
Sub-Saharan Africa00Program Services$25,425Standards and Other
FieldValueIRS element (for citing)
Total Office3TotalOfficeCnt
Total Employee4TotalEmployeeCnt
Total Spent$45,237,587TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (24 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Europe (including Iceland and Greenland)Engineering Development$6,000Wire$0Not ApplicableNot Applicable
East Asia and the PacificEngineering Development$7,250Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$10,000Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Fellowship$15,000Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$17,962Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$6,000Wire$0Not ApplicableNot Applicable
South AmericaEngineering Development$10,000Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$10,000Wire$0Not ApplicableNot Applicable
East Asia and the PacificEngineering Development$150,000Wire$0Not ApplicableNot Applicable
East Asia and the PacificEngineering Development$14,994Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$15,000Wire$0Not ApplicableNot Applicable
East Asia and the PacificEngineering Development$10,000Wire$0Not ApplicableNot Applicable
East Asia and the PacificEngineering Development$13,500Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$10,000Check$0Not ApplicableNot Applicable
North America (including Canada and Mexico, but not the United States)Engineering Development$200,000Wire$0Not ApplicableNot Applicable
South AmericaEngineering Development$10,000Check$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$17,837Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$200,000Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Fellowship$15,000Wire$0Not ApplicableNot Applicable
Sub-Saharan AfricaEngineering Development$5,500Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Fellowship$15,000Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$10,000Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$20,000Wire$0Not ApplicableNot Applicable
East Asia and the PacificEngineering Development$10,000Wire$0Not ApplicableNot Applicable
FieldValueIRS element (for citing)
Total501c3 Org21Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (26 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Engineering Achievement AwardCentral America and the Caribbean4$1,938Check; wires$0Not ApplicableNot Applicable
Engineering Achievement AwardEast Asia and the Pacific148$113,361Checks; wires$0Not ApplicableNot Applicable
Engineering Achievement AwardEurope (including Iceland and Greenland)192$140,161Checks; wires$0Not ApplicableNot Applicable
Engineering Achievement AwardMiddle East and North Africa7$6,950Checks$0Not Applicable
Engineering Achievement AwardNorth America (including Canada and Mexico, but not the United States)72$31,213Checks; wires$0Not ApplicableNot Applicable
Engineering Achievement AwardRussia and the newly independent States1$3,000Check$0Not ApplicableNot Applicable
Engineering Achievement AwardSouth America13$14,486Checks; wires$0Not ApplicableNot Applicable
Engineering Achievement AwardSouth Asia29$16,154Checks; wires$0Not ApplicableNot Applicable
Engineering Achievement AwardSub-Saharan Africa2$750Wires$0Not ApplicableNot Applicable
Engineering DevelopmentEast Asia and the Pacific7$1,179Checks$0Not ApplicableNot Applicable
Engineering DevelopmentMiddle East and North Africa1$157Check$0Not ApplicableNot Applicable
Engineering DevelopmentEast Asia and the Pacific4$5,500Checks; Wires$0Not ApplicableNot Applicable
Engineering DevelopmentEurope (including Iceland and Greenland)4$4,500Checks; wires$0Not ApplicableNot Applicable
Engineering DevelopmentNorth America (including Canada and Mexico, but not the United States)2$6,200Checks$0Not ApplicableNot Applicable
Engineering DevelopmentSouth Asia1$1,350Wire$0Not ApplicableNot Applicable
Engineering FellowshipEast Asia and the Pacific2$4,000Checks$0Not ApplicableNot Applicable
Engineering FellowshipEurope (including Iceland and Greenland)11$54,000Checks; wires$0Not ApplicableNot Applicable
Engineering FellowshipNorth America (including Canada and Mexico, but not the United States)3$9,000Checks; wire$0Not ApplicableNot Applicable
Engineering FellowshipSouth Asia1$6,000Wire$0Not ApplicableNot Applicable
Engineering ScholarshipCentral America and the Caribbean1$1,000Wire$0Not ApplicableNot Applicable
Engineering ScholarshipEast Asia and the Pacific18$41,200Checks; wires$0Not ApplicableNot Applicable
Engineering ScholarshipEurope (including Iceland and Greenland)21$49,224Checks; wires$0Not ApplicableNot Applicable
Engineering ScholarshipNorth America (including Canada and Mexico, but not the United States)7$14,500Checks; wires$0Not ApplicableNot Applicable
Engineering ScholarshipRussia and the newly independent States2$3,000Checks$0Not ApplicableNot Applicable
Engineering ScholarshipSouth America5$8,000Check; wires$0Not ApplicableNot Applicable
Engineering ScholarshipSouth Asia14$15,000Check; wires$0Not ApplicableNot Applicable
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 2FormAndLineReferenceDesc
ExplanationIEEE, 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.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2USAddress/AddressLine2Txt
IEEE Foundation Inc
445 Hoes LanePiscatawayNJ08854231710664501(c)(3)$928,527$0Not ApplicableNot ApplicableEngineering Development
American Society of Mechanical Engineers
1828 L Street NWWashingtonDC20036131623899501(c)(3)$500,000$0Not ApplicableNot ApplicableEngineering Development
Consortium for Ocean Leadership
1201 New York Ave NWWashingtonDC20005521892964501(c)(3)$150,000$0Not ApplicableNot ApplicableEngineering Development
Curators of University of Missouri
300 W 12th StreetRollaMO65401436003859501(c)(3)$15,000$0Not ApplicableNot ApplicableEngineering Fellowshipon behalf of MO Univ of Science & Technology202 Centennial Hall
Drexel University
3141 Chestnut Street ECE DeptPhiladelphiaPA19104231352630501(c)(3)$5,193$0Not ApplicableNot ApplicableEngineering Development
Kansas State University
10 Anderson HallManhattanKS66506480667209501(c)(3)$10,000$0Not ApplicableNot ApplicableEngineering Achievement Award
Kilowatts for Humanity
12711 SE 63 StBellevueWA98006472813911501(c)(3)$18,785$0Not ApplicableNot ApplicableEngineering Development
National Electronics Museum
1745 W Nursery RdLinthicumMD21090521226197501(c)(3)$15,000$0Not ApplicableNot ApplicableEngineering Development
Purdue University
CS Dept 1398 CS BldgWest LafayetteIN47907356002041501(c)(3)$218,427$0Not ApplicableNot ApplicableEngineering Development305 N University St
Redondo Beach Unified School District
1401 Inglewood AvenueRedondo BeachCA90278956002528501(c)(3)$10,000$0Not ApplicableNot ApplicableEngineering Development
Regents of the University of Michigan
PO Box 223131PittsburghPA15251386006309501(c)(3)$36,454$0Not ApplicableNot ApplicableEngineering Development
Solar Splash Inc
2514 Silver Maple DrLittle RockAR72210455284848501(c)(3)$20,000Not ApplicableNot ApplicableEngineering Development
Stevens Institute of Technology
Castle Point on HudsonHobokenNJ07030221487354501(c)(3)$5,647$0Not ApplicableNot ApplicableEngineering Development
The Society for Organizational Learning North America Inc
One Broadway 14th FloorCambridgeMA02142522013044501(c)(3)$115,000$0Not ApplicableNot ApplicableEngineering Developmentdba SoL North America
University of Georgia
240A Riverbend Rd Box 5333AthensGA30602586001998501(c)(3)$15,000$0Not ApplicableNot ApplicableEngineering Fellowship
University of Houston
Blvd Room 2018HoustonTX77204746001399501(c)(3)$16,500$0Not ApplicableNot ApplicableEngineering Development
University of Kansas
St Andrews DrLawrenceKS66047481124839501(c)(3)$15,000$0Not ApplicableNot ApplicableEngineering Achievement Award
FieldValueIRS element (for citing)
Total501c3 Org17Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Engineering Achievement Award301$346,527$0Not ApplicableNot Applicable
Engineering Development6$12,500$0Not ApplicableNot Applicable
Engineering Fellowship16$186,500$0Not ApplicableNot Applicable
Engineering Scholarship11$17,100$0Not ApplicableNot Applicable

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationIEEE, 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (1)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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
E James Prendergast
Asst Secretary & Exec Dir$583,370$0$180,000$0$419,517$0$206,176$0$6,546$0$1,395,609$0$320,864$0
Thomas R Siegert
CFO & Asst Treas$378,300$0$53,820$0$10,546$0$28,488$0$8,057$0$479,211$0$0$0
Mary Ward-Callan
Mging Director - Technical Activities$395,941$0$51,360$0$30,911$0$35,001$0$8,802$0$522,015$0$0$0
Patrick Mahoney
Chief Marketing Officer$327,280$0$46,900$0$7,068$0$28,487$0$10,468$0$420,203$0$0$0
Anthony Durniak
Staff Executive - Publications$205,401$0$48,750$0$45,986$0$35,000$0$5,019$0$340,156$0$0$0
Donna Hourican
Acting CIO Sr Dir BDRS$232,444$0$55,483$0$3,363$0$35,000$0$0$0$326,290$0$0$0
Elena Gerstmann
Staff Executive Corp Activities$248,380$0$32,780$0$2,597$0$35,000$0$3,400$0$322,157$0$0$0
Cherif Amirat
Chief Information Officer$151,701$0$0$0$0$0$15,308$0$3,608$0$170,617$0$0$0
Eileen M Lach
General Counsel & CCO$469,319$0$64,760$0$25,173$0$34,987$0$5,607$0$599,846$0$0$0
Jonathan Dahl
Sr Director - Strategic Bus Devt$218,344$0$174,318$0$47,240$0$35,000$0$11,508$0$486,410$0$0$0
Francis Staples
Sr Dir - Global Sales & Customer Ops$142,670$0$279,126$0$28,813$0$28,487$0$8,326$0$487,422$0$0$0
Jean Jennings
Director - International Sales$154,429$0$241,577$0$33,630$0$34,905$0$3,420$0$467,961$0$0$0
Konstantinos Karachalios
Managing Dir - IEEE Standards$361,578$0$49,880$0$13,406$0$35,000$0$0$0$459,864$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1aFirst-class travel: In accordance with Policy, business class fares are permissible, if budgeted by the organizational unit, and if the flying time is over eight consecutive hours for a single segment or over eight hours flying time where a layover is required. Business class is defined as an intermediate class above economy class but below first class. In all cases individuals are encouraged to purchase upgradeable coach class fares and use miles or coupons to upgrade to business class. Permission to travel business class for medical reasons may be granted by the President, or, in the case of Staff, the IEEE Executive Director. If first class is the only available class other than economy class, reimbursement shall occur only when all criteria to travel business class have been met and permission is granted by the unit Vice President or President, or, in the case of Staff, the IEEE Executive Director. All reimbursed first class fares shall be reported to the IEEE Audit Committee. The following listed persons were reimbursed for first class travel or business first class travel: Howard E. Michel, President & CEO; Barry L. Shoop, President-Elect; J. Roberto de Marca, Past President; James A. Jefferies, President - IEEE-USA; Amir G. Aghdam, Director Region - 7; Marina Ruggieri, Director Division - IX; E. James Prendergast, Asst. Secretary & Exec Dir; Mary Ward-Callan, Mging Director - Technical Activities; Donna Hourican, Acting CIO/SR Dir BDRS; Elena Gerstmann, Staff Executive - Corp Activities; Eileen M. Lach, General Counsel & CCO; Jonathan Dahl, Sr Director - Strategic Bus Devt; Francis Staples, Sr Director - Global Sales & Customer Ops; Jean Jennings, Director- International Sales; Konstantinos Karachalios, Managing Dir - IEEE Standards. No part of these reimbursements was treated as taxable compensation. Travel for companions: In accordance with Policy, due to the extensive travel required by the IEEE President, the IEEE President is reimbursed for reasonable, budgeted travel expenses for his/her spouse or other travel companion when accompanying the President on IEEE business. Howard E. Michel, as President and CEO in 2015, received reimbursement in 2015 for spousal travel incurred in 2015. These reimbursements were treated as taxable compensation and reported on Form 1099MISC. Employees are not reimbursed for travel expenses of companions. Tax indemnification and gross up payments: In accordance with Policy, the IEEE President is paid a cash gross up payment to cover any foreign or United States federal, state or local income taxes applicable to the aggregate value of x the spouse or other travel companion travel expense reimbursement, plus y the cash gross up payment. Howard E. Michel, as President and CEO in 2015, received a tax indemnification and gross-up payment in 2015 for spousal travel incurred in 2015. This payment was treated as taxable compensation and reported on Form 1099MISC.
Schedule J, Part I, Line 3The IEEE Board of Directors through its external legal counsel engaged a Compensation Consultant to provide the Board with consulting advice and market comparability data about executive compensation to enable the Board to establish a rebuttable presumption of reasonableness under Intermediate Sanctions Legislation, Section 4958. A committee of Independent Board members and non-board members, The IEEE Employee Benefits & Compensation Committee, is charged with evaluating the total compensation package of selected executives and Board members, called Disqualified Persons. The Consultant provided this committee with valid comparable 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. External market comparisons were based on two primary sources of data: 1 Form 990 filings for a group of peer organizations identified by the 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 select comparable organizations: 1 NTEE code: general science institutions, Engineering and Technology Services, Professional Society and Research institutions; 2 Income and assets; 3 Employee Size. Once organizations were screened using that 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 4 the extent of its focus on contract research. The Committee then reviewed individual and market data. The Committee then debated and documented its decisions about what is reasonable and its decision-making process for multiple disqualified persons. The Consultant then provided a presumption of reasonable compensation letter for the IEEE's files. Disqualified individuals include the following: 1. The IEEE Board of Directors 2. Executive Director and Chief Operating Officer, IEEE 3. Chief Financial Officer 4. Staff Executive, Corporate Activities 5. Staff Executive, Publications, terminated 8/14/15 6. Managing Director, Publications hired, 11/16/15 7. Chief Information Officer, hired 6/29/15 8. Chief Marketing Officer 9. Managing Director, Technical Activities 10. Managing Director, Membership & Geographic Activities 11. Managing Director, Standards Association 12. Managing Director, Educational Activities, retired 12/31/15 13. Managing Director, IEEE-USA 14. General Counsel and Chief Compliance Officer 15. Acting Chief Information Officer (till 6/28/15)/Senior Director, Business & Data Related Services 16. Senior Director, Global Sales & Customer Operations 17. Staff Executive, Human Resources 18. Senior Manager, Strategic Programs, family of disqualified person 19. Senior IEEE Xplore Manager, family of disqualified person, disqualification expired 5/14/15 20. IT Project Manager I until 6/7/15, Enterprise Release Mgmt Manager, eff 6/8/15, family of disqualified person, disqualification expired 5/14/15 21. Inside Sales Assistant, family of disqualified person
Schedule J, Part I, Line 4Sec. 457(b) Plan: E. James Prendergast $18,000; Jonathan Dahl $18,000; Anthony Durniak $18,000; Jean Jennings $18,000; Francis Staples $18,000. E James Prendergast, Executive Director, is the only participant in a nonqualified, unfunded, deferred compensation plan under section 457(f) of the IRS code. Column C of Part II Schedule J, Retirement and Other Deferred Compensation, includes an amount of $171,175 for 2015. In addition, Column F of Part II Schedule J, Compensation in Column (B) Reported as Deferred in Prior Form 990, reports $320,864 paid out in 2015 related to the Section 457(f) Plan. This amount is also included in Column B(iii) of Part II Schedule J, Other Reportable Compensation.
Schedule J, Part I, Line 5Jean Jennings 241,577 Commissions; Francis Staples 279,126 Commissions; Jonathan Dahl 174,318 Commissions
Schedule J, Part IIColumn B(iii), Other Reportable Compensation, includes, if applicable, payments related to Severance, Vacation Payout, IRS Sec. 457(b) Plan, IRS Sec. 457(f) Plan, Defined Contribution Cash Payout and Long Term Disability Premiums.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Thomas M Callan
Family Member of Key Employee Mary Ward-Callan$39,975Employment0
Beth Surmont Expires 2020
Family Member of Key Employee Elena Gerstmann$125,782Employment0
Richard Schwartz Jr Expires 2015
Family Member of Former CFO Richard Schwartz$122,976Employment0
Casey Schwartz Expires 2015
Family Member of Former CFO Richard Schwartz$114,555Employment0

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNot ApplicableMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I, Line 33FormAndLineReferenceDesc
ExplanationZero amount is reported in Schedule M, Part I, Line 4, Column C. Zero amount is also reported on Form 990, Part VIII, Statement of Revenue, because IEEE did not capitalize its collections, as allowed under FASB Accounting Standards Codification - ASC 958.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 6IEEE has approximately 421,000 members in over 190 countries around the world.
Form 990, Part VI, Section A, Line 7aThe members of IEEE elect the directors of IEEE in accordance with the governing documents.
Form 990, Part VI, Section A, Line 7bAmendments 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. The Constitution was last amended in 2004.
Form 990, Part VI, Section B, Line 11bBefore the Form 990 is filed with the IRS it is reviewed by the Executive Director, Past President, Treasurer, Past Treasurer, if any, the Audit Committee Chair and the CFO/Asst. Treasurer. The return is then posted to a website accessible by the IEEE Board of Directors. Questions and comments from the Board are acted upon.
Form 990, Part VI, Section B, Line 12cIEEE requires that officers and directors submit conflict of interest disclosure form which is reviewed for both positive and negative responses for potential conflict of interest. All IEEE employees are required to complete an annual training course and those with authority to make financial expenditures are required to submit a disclosure form. The result of an officer or director not completing a required conflict of interest disclosure form is removal from service on the committee or board.
Form 990, Part VI, Section B, Line 15The IEEE Board of Directors through its external legal counsel engaged a Compensation Consultant to provide the Board with consulting advice and market comparability data about executive compensation to enable the Board to establish a rebuttable presumption of reasonableness under Intermediate Sanctions Legislation, Section 4958. A committee of Independent Board members and non-board members, The IEEE Employee Benefits & Compensation Committee, is charged with evaluating the total compensation package of selected executives and Board members, called Disqualified Persons. The Consultant provided this committee with valid comparable 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. External market comparisons were based on two primary sources of data: 1 Form 990 filings for a group of peer organizations identified by the 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 select comparable organizations: 1 NTEE code: general science institutions, Engineering and Technology Services, Professional Society and Research institutions; 2 Income and assets; 3 Employee Size. Once organizations were screened using that 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 4 the extent of its focus on contract research. The Committee then reviewed individual and market data. The Committee then debated and documented its decisions about what is reasonable and its decision-making process for multiple disqualified persons. The Consultant then provided a presumption of reasonable compensation letter for the IEEE's files. Disqualified individuals include the following: 1. The IEEE Board of Directors 2. Executive Director and Chief Operating Officer, IEEE 3. Chief Financial Officer 4. Staff Executive, Corporate Activities 5. Staff Executive, Publications, terminated 8/14/15 6. Managing Director, Publications hired, 11/16/15 7. Chief Information Officer, hired 6/29/15 8. Chief Marketing Officer 9. Managing Director, Technical Activities 10. Managing Director, Membership & Geographic Activities 11. Managing Director, Standards Association 12. Managing Director, Educational Activities, retired 12/31/15 13. Managing Director, IEEE-USA 14. General Counsel and Chief Compliance Officer 15. Acting Chief Information Officer (till 6/28/15)/Senior Director, Business & Data Related Services 16. Senior Director, Global Sales & Customer Operations 17. Staff Executive, Human Resources 18. Senior Manager, Strategic Programs, family of disqualified person 19. Senior IEEE Xplore Manager, family of disqualified person, disqualification expired 5/14/15 20. IT Project Manager I until 6/7/15, Enterprise Release Mgmt Manager, eff 6/8/15, family of disqualified person, disqualification expired 5/14/15 21. Inside Sales Assistant, family of disqualified person
Form 990, Part VI, Section C, Line 19The 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 1aFor each person listed in Column A who is an Officer/Director, the average hours per week is stated as 10; however, the actual hours per week vary between 10 and 40. For each person listed as a Director, the average hours per week is stated as 5; however, the actual hours per week vary between 5 and 20. For each person listed who is an employee, the average number of hours per week is stated as 40; however, the actual hours per week vary between 40 and 80.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
IEEE Broadcast Technology Convention LLC
445 Hoes LanePiscatawayNJ08854131656633Partner of a UK partnership operating a conference.DE$947,241$281,000Institute of Electrical and Electronics Engineers Inc
IEEE International LLC
445 Hoes LanePiscatawayNJ08854450570011Non-Profit activities - Scientific & EducationalDE$0$307,610Institute of Electrical and Electronics Engineers Inc
IEEE Global LLC
445 Hoes LanePiscatawayNJ08854131656633Scientific and EducationalDE$12$69,868Institute of Electrical and Electronics Engineers Inc

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdForeign PostalForeignAddress/ForeignPostalCd
IEEE Foundation Inc
445 Hoes LanePiscatawayNJ08854237310664Encourage technological development in engineering.NY501(c)(3)7N/A0
IEEE Asia-Pacific Limited
Scientific & Educational501(c)(3)9N/A01 Fusionopolis Walk04-07 South Tower SolarisSingaporeSNSN
IEEE Worldwide Limited
445 Hoes LanePiscatawayNJ08854463332937Scientific & EducationalNY501(c)(3)9N/A0
Global IEEE Institute for Engineers India
Scientific & Educational501(c)(3)9N/A026/1 5th Floor WTC Brigade GatewayDR Rajkumar Road Malleswaram WestBangaloreININ560 055

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 OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdForeign PostalForeignAddress/ForeignPostalCd
IEEE Inc
445 Hoes LanePiscatawayNJ08854208766830Support services, 813000 Business Activity Code, Administrative, Marketing & Promotion.DEInstitute of Electrical and Electronics Engineers IncC$1,238,770$88,2181Yes (1)
IEEE Europe GmbH
Support services, 813000 Business Activity Code, Administrative, Marketing & PromotionInstitute of Electrical and Electronics Enginees IncC$0$9,52810c/o Fiducia-Intergest SARue Joseph-Girad24-1227 CarougeSZSZ
Institute of Electrical And Electronics Engineers (IEEE) Latin America SA
Support services, 813000 Business Activity Code, Administrative, Marketing and PromotionInstitute of Electrical And Electronics Engineers IncC$0$2,32910co Posadas Posadas and VecinoJuncal 1305 Floor 21MontevideoUYUYCP11000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
IEEE Foundation Inc
b$928,527Cash
IEEE Foundation Inc
c$2,039,643Cash
IEEE Foundation Inc
l$712,190Cash