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INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC (EIN 13-1656633)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-08
IRS object ID
201542829349300414
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-10-08T10:02:46-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-10-09SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

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$676,506,238GrossReceiptsAmt
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 MissionConcerted efforts of IEEE members and volunteers in nations spanning the world continued IEEE's long-standing tradition of bringing technology and ideas together to benefit humanity. New collaborative arrangements with representative entities from the Middle East, among other geographic areas, included the signing of Memoranda of Understanding for future work with the Dubai Electricity and Water Authority, the United Arab Emirates Drones for Good Project, and the Indian Ministry of Communications and Information Technology. In China and Japan IEEE is working with industry leaders in the telecommunications and power industries, as well as leaders within the governmental and standards development communities. IEEE continues to develop ties to industry to better meet the needs of the evolving workplace in the years to come. For additional 2014 IEEE significant activities see Part III.ActivityOrMissionDesc
Voting Members Governing Body31VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee1367TotalEmployeeCnt
Total Volunteers100000TotalVolunteersCnt
Total Gross UBI$14,241,775TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$469,359NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,981,284PYContributionsGrantsAmt
CY Contributions Grants$2,040,254CYContributionsGrantsAmt
PY Program Service Revenue$404,342,559PYProgramServiceRevenueAmt
CY Program Service Revenue$417,980,972CYProgramServiceRevenueAmt
PY Investment Income$14,472,053PYInvestmentIncomeAmt
CY Investment Income$16,651,676CYInvestmentIncomeAmt
PY Other Revenue$9,223,170PYOtherRevenueAmt
CY Other Revenue$17,764,652CYOtherRevenueAmt
PY Total Revenue$430,019,066PYTotalRevenueAmt
CY Total Revenue$454,437,554CYTotalRevenueAmt
PY Grants And Similar Paid$3,803,648PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,404,773CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$145,311,007PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$167,481,201CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,177,581CYTotalFundraisingExpenseAmt
PY Other Expenses$265,809,203PYOtherExpensesAmt
CY Other Expenses$282,039,415CYOtherExpensesAmt
PY Total Expenses$414,923,858PYTotalExpensesAmt
CY Total Expenses$453,925,389CYTotalExpensesAmt
PY Revenues Less Expenses$15,095,208PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$512,165CYRevenuesLessExpensesAmt
Total Assets BOY$539,918,021TotalAssetsBOYAmt
Total Assets EOY$566,351,689TotalAssetsEOYAmt
Total Liabilities BOY$229,219,605TotalLiabilitiesBOYAmt
Total Liabilities EOY$234,344,809TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$310,698,416NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$332,006,880NetAssetsOrFundBalancesEOYAmt
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$114,946,581ExpenseAmt
Grant$3,842,266GrantAmt
Revenue$54,139,230RevenueAmt
DescMEMBERSHIPS & PUBLIC IMPERATIVES - In 2014 IEEE's memberships exceeded 426,000 in over 160 countries; student memberships reached 117,069; society memberships reached 346,289 with 50 percent of members belonging to one or more societies. IEEE made significant progress in the development of a suite of online collaboration tools for IEEE members, volunteers, authors and researchers in a continued joint effort among three major IEEE boards; enabled IEEE members in India to pay dues in their local currency, the Indian rupee; held a Japan Industry Promotion Workshop in Tokyo where the organizing committee received ideas about growing membership; volunteers from Kenya, Tanzania, Ethiopia and Uganda attended an IEEE training workshop in Nairobi, Kenya, which focused on working with local schools to provide hands-on professional development for pre-university teachers; a training workshop was organized for primary and secondary teachers in Nairobi.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$148,374,381ExpenseAmt
Grant$0GrantAmt
Revenue$162,539,271RevenueAmt
DescPERIODICALS - In 2014, IEEE exceeded its goal to convert IEEE Xplore articles to an interactive format; today there are over 1.9 million interactive articles in the IEEE Xplore digital library; IEEE launched nine new journals including the IEEE Internet of Things Journal , featuring the latest IoT advancements; IEEE Electrification Magazine, which provides news, analysis and insight on electric vehicles and other forms of transportation, won the 2014 APEX award for Publication Excellence; the IEEE Access open access megajournal received the 2015 PROSE Award for Best New Journal in STM (Science Technology and Medicine); IEEE Spectrum celebrated its 50th Anniversary at a New York City event which featured speaker Dr. Catherine Mohr, a leader in the medical technology space; Journal Citation Reports, published by Thomson Reuters, showed that IEEE publishes 19 of the top 20 journals ranked by Impact Factor, and 9 of the top 10 according to the more rigorous "Article Influence Score."Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$140,829,349ExpenseAmt
Grant$562,507GrantAmt
Revenue$168,274,961RevenueAmt
DescCONFERENCES - in 2014, IEEE continued to expand and enhance its footprint at leading international technology events including South by Southwest (SXSW) and the Consumer Electronics Show (CES), thereby increasing the reach and impact of IEEE's ongoing efforts to advance technology to benefit humanity; nearly 300 IEEE Section delegates convened in Amsterdam, The Netherlands, to participate in the first IEEE Sections Congress held outside of North America under the theme "Inspiring Our Leaders of Tomorrow"; IEEE hosted the Technical Entrepreneurship Mini-Conference, the first annual gathering of entrepreneurs and technologists to educate students and early-career professionals on how they can grow Toronto's entrepreneurial ecosystem; more than 350 women, including recent graduates to high-level executives, assembled in San Francisco for the inaugural IEEE Women in Engineering International Leadership Conference, focusing on empowerment, engagement, inspiration and enjoyment.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$33,099,529ExpenseAmt
Grant$0GrantAmt
Revenue$33,027,510RevenueAmt
DescStandards and Other Miscellaneous Programs - In 2014 IEEE further developed its presence as a leading voice within the public policy arena providing input within the global Internet governance discussions in Brazil with IEEE President de Marca urging openness, transparency and inclusiveness in standardization to fuel the Internet's ongoing success at NETmundial: Global Multistakeholder Meeting on the Future of Internet Governance; inaugurated an IEEE Internet Governance Summit in Brussels, as well as discussions with science and technology governmental leaders in the U.S., The Middle East, Brazil, Japan, Poland, Taiwan and India; the IEEE Standards Association further expanded its global outreach by engaging with standards-development organizations, industry associations, international corporations and academia worldwide.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$33,099,529TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$33,027,510TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$437,249,840TotalProgramServiceExpensesAmt
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 Mem0BusinessRlnWithFamMemInd
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 Document878IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1367EmployeeCnt
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 CountryBLForeignCountryCd
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 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 CountryIZForeignCountryCd
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 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
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
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

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 (45 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
J Roberto de Marca
President & CEO100Yes (X)Yes (X)$0$0$0
Howard E Michel
President-Elect100Yes (X)Yes (X)$0$0$0
Peter W Staecker
Past President100Yes (X)Yes (X)$13,241$0$0
Saurabh Sinha
Vice President - Educational Activities100Yes (X)Yes (X)$0$0$0
Gianluca Setti
VP - Publications Svs & Products100Yes (X)Yes (X)$0$0$0
Ralph M Ford
VP - Member & Geographic Activities100Yes (X)Yes (X)$0$0$0
Karen Bartleson
President - Standards Association100Yes (X)Yes (X)$0$0$0
Jacek M Zurada
VP - Technical Activities100Yes (X)Yes (X)$0$0$0
Gary L Blank
President - IEEE USA100Yes (X)Yes (X)$0$0$0
Marko Delimar
Director & Secretary100Yes (X)Yes (X)$0$0$0
John T Barr
Director & Treasurer100Yes (X)Yes (X)$0$0$0
Vincent P Socci
Director Region - 150Yes (X)$0$0$0
Parviz Famouri
Director Region - 250Yes (X)$0$0$0
Mary Ellen Randall
Director Region - 350Yes (X)$0$0$0
Karen S Pedersen
Director Region - 450Yes (X)$0$0$0
J Derald Morgan
Director Region - 550Yes (X)$0$0$0
Michael R Andrews
Director Region - 650Yes (X)$0$0$0
Amir G Aghdam
Director Region - 750Yes (X)$0$0$0
Martin J Bastiaans
Director Region - 850Yes (X)$0$0$0
Norberto M Lerendegui
Director Region - 950Yes (X)$0$0$0
Toshio Fukuda
Director Region - 1050Yes (X)$0$0$0
Ellen J Yoffa
Director Division - I50Yes (X)$0$0$0
Jerry L Hudgins
Director Division - II50Yes (X)$0$0$0
Harvey A Freeman
Director Division - III50Yes (X)$0$0$0
Jozef W Modelski
Director - Division IV50Yes (X)$0$0$0
Susan K Land
Director Division - V50Yes (X)$0$0$0
Bogdan M Wilamowski
Director Division - VI50Yes (X)$0$0$0
Wanda K Reder
Director Division - VII52Yes (X)$0$0$0
Roger U Fujii
Director Division - VIII50Yes (X)$0$0$0
Marina Ruggieri
Director Division - IX50Yes (X)$0$0$0
Stephen Yurkovich
Director Division - X50Yes (X)$0$0$0
E James Prendergast
Asst Secretary & Exec Dir400Yes (X)$715,533$0$249,789
Thomas R Siegert
CFO & Asst Treas401Yes (X)$429,965$0$47,112
Mary Ward-Callan
Mging Director - Technical Activities400$432,592$0$75,735Yes (X)
Anthony Durniak
Staff Executive - Publications400$404,655$0$71,664Yes (X)
Patrick Mahoney
Chief Marketing Officer400$367,450$0$45,568Yes (X)
Matthew S Loeb
Staff Executive - Corp Strategy4010$337,507$0$61,987Yes (X)
Donna Hourican
Acting CIO Sr Dir BDRS400$266,825$0$36,187Yes (X)
Elena Gerstmann
Staff Executive Corp Activities4010$234,290$0$27,083Yes (X)
Alexander Pasik
Chief Information Officer400$211,097$0$22,624Yes (X)
Eileen M Lach
General Counsel & CCO400$538,019$0$67,612Yes (X)
Jonathan Dahl
Sr Director - Global Sales & Cust Ops400$436,756$0$78,333Yes (X)
Francis Staples
Director - American Sales400$440,919$0$48,421Yes (X)
Jean Jennings
Director EMEAA Sales400$400,433$0$52,544Yes (X)
Konstantinos Karachalios
Managing Dir - IEEE Standards400$406,122$0$37,368Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,635,404TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$922,027TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K405IndivRcvdGreaterThan100KCnt
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$12,614,806
Cadmus Professional Communications
PO Box 822934PhiladelphiaPA19182Printing, binding and mailing services - domestic$3,574,103
Oracle America Inc
500 Oracle ParkwayRedwood ShoresCA94065License and maintain core financial system$2,857,559
IMEX Global Solutions
PO Box 32229HartfordCT06150International mailing of IEEE Publications$2,773,538
SHI International Corp
290 Davidson AveSomersetNJ08873Software, licenses, maintenance, hardware$2,616,062
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K64CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$1,151,188RelatedOrganizationsAmt
Government Grants$170,893GovernmentGrantsAmt
All Other Contributions$718,173AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$2,040,254TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Memberships & Public Imperatives900099$54,139,230$47,172,035$6,724,753$242,442
Periodicals900099$162,539,271$158,297,114$4,242,157$0
Conferences900099$168,274,961$168,274,961$0$0
Standards900099$25,199,142$25,171,142$0$28,000
Other Program Service Revenue900099$7,828,368$7,828,368$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$417,980,972TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,726,003TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,726,003ExclusionAmt

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$14,406,390TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$14,406,390ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$83,397RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$83,397RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$83,397TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$83,397ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$232,994,357SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$222,068,684SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$10,925,673SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,925,673TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$10,925,673ExclusionAmt
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$2,868,189$0$2,868,189$0
Engineering Certification Programs541900$406,676$0$406,676$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$3,274,865OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$454,437,554TotalRevenueColumnAmt
Related Or Exempt Func Income$406,743,620RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$14,241,775UnrelatedBusinessRevenueAmt
Exclusion$31,411,905ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,913,245TotalAmt
Program Services$2,913,245ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$594,876TotalAmt
Program Services$594,876ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$896,652TotalAmt
Program Services$896,652ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,050,904TotalAmt
Program Services$3,390,037ProgramServicesAmt
Management And General$660,867ManagementAndGeneralAmt
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$111,582,123TotalAmt
Program Services$107,865,286ProgramServicesAmt
Management And General$3,013,640ManagementAndGeneralAmt
Fundraising$703,197FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$28,099,459TotalAmt
Program Services$26,829,047ProgramServicesAmt
Management And General$1,179,163ManagementAndGeneralAmt
Fundraising$91,249FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,834,006TotalAmt
Program Services$14,288,644ProgramServicesAmt
Management And General$454,273ManagementAndGeneralAmt
Fundraising$91,089FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,914,709TotalAmt
Program Services$8,586,052ProgramServicesAmt
Management And General$273,764ManagementAndGeneralAmt
Fundraising$54,893FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$10,684TotalAmt
Program Services$10,684ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,477,397TotalAmt
Program Services$2,473,469ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$3,928FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$945,384TotalAmt
Program Services$921,866ProgramServicesAmt
Management And General$23,518ManagementAndGeneralAmt
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$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$21,365,865TotalAmt
Program Services$20,925,403ProgramServicesAmt
Management And General$438,843ManagementAndGeneralAmt
Fundraising$1,619FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,485,297TotalAmt
Program Services$6,399,842ProgramServicesAmt
Management And General$55,497ManagementAndGeneralAmt
Fundraising$29,958FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,565,504TotalAmt
Program Services$11,393,428ProgramServicesAmt
Management And General$1,120,833ManagementAndGeneralAmt
Fundraising$51,243FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$13,419,644TotalAmt
Program Services$13,351,709ProgramServicesAmt
Management And General$45,562ManagementAndGeneralAmt
Fundraising$22,373FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$11,894,649TotalAmt
Program Services$11,894,649ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,972,449TotalAmt
Program Services$1,244,661ProgramServicesAmt
Management And General$5,707,388ManagementAndGeneralAmt
Fundraising$20,400FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$19,144,560TotalAmt
Program Services$17,160,519ProgramServicesAmt
Management And General$1,930,835ManagementAndGeneralAmt
Fundraising$53,206FundraisingAmt

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$93,973,248TotalAmt
Program Services$93,766,892ProgramServicesAmt
Management And General$204,291ManagementAndGeneralAmt
Fundraising$2,065FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$568,808TotalAmt
Program Services$559,859ProgramServicesAmt
Management And General$8,949ManagementAndGeneralAmt
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$15,151,412TotalAmt
Program Services$13,380,869ProgramServicesAmt
Management And General$1,770,292ManagementAndGeneralAmt
Fundraising$251FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$894,631TotalAmt
Program Services$603,367ProgramServicesAmt
Management And General$291,264ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Printing & Publications$42,855,919$42,818,873$23,428$13,618
Commission Expense$20,068,976$20,155,103-$86,127$0
Members & Regional Expenses$7,228,090$6,774,275$453,530$285
Equipment Rental & Maintenance$1,960,241$1,406,444$549,869$3,928

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,056,657TotalAmt
Program Services$6,644,089ProgramServicesAmt
Management And General-$2,621,711ManagementAndGeneralAmt
Fundraising$34,279FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$453,925,389TotalAmt
Program Services$437,249,840ProgramServicesAmt
Management And General$15,497,968ManagementAndGeneralAmt
Fundraising$1,177,581FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$10,441,062BOYAmt
EOY$11,930,622EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$54,486,948BOYAmt
EOY$54,179,100EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$159,500BOYAmt
EOY$552,736EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,687,090BOYAmt
EOY$31,255,181EOYAmt

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$5,832BOYAmt
EOY$12,246EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,084,568BOYAmt
EOY$13,949,755EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$147,544,532LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$93,449,683LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$56,577,210BOYAmt
EOY$54,094,849EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$376,475,811BOYAmt
EOY$400,377,200EOYAmt

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$539,918,021BOYAmt
EOY$566,351,689EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$68,678,605BOYAmt
EOY$78,480,009EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$119,408,400BOYAmt
EOY$113,585,100EOYAmt

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$41,132,600BOYAmt
EOY$42,279,700EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$229,219,605BOYAmt
EOY$234,344,809EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$308,975,716BOYAmt
EOY$330,143,980EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,531,300BOYAmt
EOY$1,671,500EOYAmt

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$310,698,416BOYAmt
EOY$332,006,880EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$539,918,021BOYAmt
EOY$566,351,689EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$512,165ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,452,846NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$16,343,453OtherChangesInNetAssetsAmt
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$1,965,969CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,014,836CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,424,280CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,981,284CurrentTaxYearMinus1YearAmt
Current Tax Year$2,040,254CurrentTaxYearAmt
Total$9,426,623TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$364,659,513CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$381,762,197CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$396,250,827CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$404,342,559CurrentTaxYearMinus1YearAmt
Current Tax Year$417,980,972CurrentTaxYearAmt
Total$1,964,996,068TotalAmt

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$366,625,482CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$383,777,033CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$397,675,107CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$406,323,843CurrentTaxYearMinus1YearAmt
Current Tax Year$420,021,226CurrentTaxYearAmt
Total$1,974,422,691TotalAmt

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$1,974,422,691PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,165,802CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,129,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,530,771CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,573,680CurrentTaxYearMinus1YearAmt
Current Tax Year$20,486,232CurrentTaxYearAmt
Total$61,886,254TotalAmt

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$10,165,802CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,129,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,530,771CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,573,680CurrentTaxYearMinus1YearAmt
Current Tax Year$20,486,232CurrentTaxYearAmt
Total$61,886,254TotalAmt

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$376,791,284CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$394,906,802CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$408,205,878CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$415,897,523CurrentTaxYearMinus1YearAmt
Current Tax Year$440,507,458CurrentTaxYearAmt
Total$2,036,308,945TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96961PublicSupportCY509Pct
Public Support PY5090.97377PublicSupportPY509Pct
Investment Income CY0.03039InvestmentIncomeCYPct
Investment Income PY0.02623InvestmentIncomePYPct
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$217,153FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$217,153FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$437,032,687FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$437,249,840FilingOrganizationsTotalAmt

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$336,035CurrentYearMinus3Amt
Current Year Minus2$285,443CurrentYearMinus2Amt
Current Year Minus1$285,558CurrentYearMinus1Amt
Current Year$217,153CurrentYearAmt
Total$1,124,189TotalAmt

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$12,867,700DepreciationAmt
Book Value$5,088,900BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$16,854,100OtherCostOrOtherBasisAmt
Depreciation$6,548,000DepreciationAmt
Book Value$10,306,100BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$111,860,832OtherCostOrOtherBasisAmt
Depreciation$74,033,983DepreciationAmt
Book Value$37,826,849BookValueAmt

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$54,094,849TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Deposits - IEEE Foundation$40,634,500
Obligations Under Capital Leases$1,645,200
FieldValueIRS element (for citing)
Total Liability$42,279,700TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$458,930,900TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,452,846NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$40,500OtherRevenueAmt
Revenue Not Reported$4,493,346RevenueNotReportedAmt
Revenue Subtotal$454,437,554RevenueSubtotalAmt
Investment Expenses Not Incld$0InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$454,437,554TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$454,546,100TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$620,711OtherExpensesIncludedAmt
Expenses Not Reported$620,711ExpensesNotReportedAmt
Expenses Subtotal$453,925,389ExpensesSubtotalAmt
Investment Expenses Not Incld2$0InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$453,925,389TotalExpensesPerForm990Amt

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)(1) 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, 2011, 2012, 2013 and 2014 are still open to audit for both federal and state purposes. As of December 31, 2014, 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 (42 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Grantmaking$1,903
Central America and the Caribbean00Program Services$173,785Memberships and Public Imperatives
Central America and the Caribbean00Program Services$513,784Conferences
Central America and the Caribbean00Program Services$73,778Standards and Other
East Asia and the Pacific310Grantmaking$276,983
East Asia and the Pacific00Program Services$1,940,626Memberships and Public Imperatives
East Asia and the Pacific00Program Services$1,820Periodicals
East Asia and the Pacific00Program Services$10,690,354Conferences
East Asia and the Pacific00Program Services$242,089Standards and Other
Europe (including Iceland and Greenland)00Grantmaking$380,486
Europe (including Iceland and Greenland)00Program Services$507,421Memberships and Public Imperatives
Europe (including Iceland and Greenland)00Program Services$8,200Periodicals
Europe (including Iceland and Greenland)00Program Services$16,402,254Conferences
Europe (including Iceland and Greenland)00Program Services$208,413Standards and Other
Middle East and North Africa00Grantmaking$65,675
Middle East and North Africa00Program Services$60,994Memberships and Public Imperatives
Middle East and North Africa00Program Services$1,565Periodicals
Middle East and North Africa00Program Services$218,606Conferences
Middle East and North Africa00Program Services$25,558Standards and Other
North America (including Canada and Mexico, but not the United States)00Grantmaking$146,757
North America (including Canada and Mexico, but not the United States)00Program Services$673,872Memberships and Public Imperatives
North America (including Canada and Mexico, but not the United States)00Program Services$267Periodicals
North America (including Canada and Mexico, but not the United States)00Program Services$4,363,080Conferences
North America (including Canada and Mexico, but not the United States)00Program Services$369,092Standards and Other
Russia and the newly independent States11Grantmaking$1,475
Russia and the newly independent States00Program Services$5,517Memberships and Public Imperatives
Russia and the newly independent States00Program Services$22,432Conferences
Russia and the newly independent States00Program Services$6,432Standards and Other
South America00Grantmaking$30,639
South America00Program Services$133,858Memberships and Public Imperatives
South America00Program Services$1,052,098Conferences
South America00Program Services$107,717Standards and Other
South Asia00Grantmaking$121,823
South Asia00Program Services$285,801Memberships and Public Imperatives
South Asia00Program Services$102Periodicals
South Asia00Program Services$1,010,796Conferences
South Asia00Program Services$102,011Standards and Other
Sub-Saharan Africa00Grantmaking$37,247
Sub-Saharan Africa00Program Services$14,364Memberships and Public Imperatives
Sub-Saharan Africa00Program Services$576Periodicals
Sub-Saharan Africa00Program Services$154,661Conferences
Sub-Saharan Africa00Program Services$32,447Standards and Other
FieldValueIRS element (for citing)
Total Office4TotalOfficeCnt
Total Employee11TotalEmployeeCnt
Total Spent$40,467,358TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (21 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
East Asia and the PacificEngineering Scholarship$20,404Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$9,000Wire$0Not ApplicableNot Applicable
Sub-Saharan AfricaEngineering Development$35,000Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$12,000Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Fellowship$6,000Wire$0Not ApplicableNot Applicable
Middle East and North AfricaEngineering Scholarship$10,000Check$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$13,097Wire$0Not ApplicableNot Applicable
East Asia and the PacificEngineering Scholarship$10,000Wire$0Not ApplicableNot Applicable
North America (including Canada and Mexico, but not the United States)Engineering Achievement Award$5,500Check$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$10,082Check$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$34,000Wire$0Not ApplicableNot Applicable
North America (including Canada and Mexico, but not the United States)Engineering Scholarship$10,344Check$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$11,457Wire$0Not ApplicableNot Applicable
East Asia and the PacificEngineering Development$14,400Check$0Noit ApplicableNot Applicable
South AmericaEngineering Development$5,385Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Scholarship$20,000Wire$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Development$13,000Wire$0Not ApplicableNot Applicable
North America (including Canada and Mexico, but not the United States)Engineering Scholarship$9,700Check$0Not ApplicableNot Applicable
East Asia and the PacificEngineering Scholarship$15,000Wire$0Not ApplicableNot Applicable
North America (including Canada and Mexico, but not the United States)Engineering Scholarship$18,000Check$0Not ApplicableNot Applicable
Europe (including Iceland and Greenland)Engineering Scholarship$10,000Check$0Not ApplicableNot Applicable
FieldValueIRS element (for citing)
Total501c3 Org20Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (25 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Engineering Achievement AwardCentral America and the Caribbean1$1,000Wire$0Not ApplicableNot Applicable
Engineering Achievement AwardEast Asia and the Pacific168$78,771Checks; wires$0Not ApplicableNot Applicable
Engineering Achievement AwardEurope (including Iceland and Greenland)104$108,131Checks; wires$0Not ApplicableNot Applicable
Engineering Achievement AwardMiddle East and North Africa10$4,700Checks; wire$0Not ApplicableNot Applicable
Engineering Achievement AwardNorth America (including Canada and Mexico, but not the United States)125$32,724Checks; wires$0Not ApplicableNot Applicable
Engineering Achievement AwardRussia and the newly independent States2$760Check; wire$0Not ApplicableNot Applicable
Engineering Achievement AwardSouth America5$4,008Check; wires$0Not ApplicableNot Applicable
Engineering Achievement AwardSouth Asia23$17,601Checks; wires$0Not ApplicableNot Applicable
Engineering Achievement AwardSub-Saharan Africa2$500Wires$0Not ApplicableNot Applicable
Engineering DevelopmentEast Asia and the Pacific16$24,926Checks; wires$0Not ApplicableNot Applicable
Engineering DevelopmentEurope (including Iceland and Greenland)7$9,324Checks; wires$0Not ApplicableNot Applicable
Engineering DevelopmentMiddle East and North Africa8$27,500Wires$0Not ApplicableNot Applicable
Engineering DevelopmentNorth America (including Canada and Mexico, but not the United States)10$25,894Checks$0Not ApplicableNot Applicable
Engineering DevelopmentRussia and the newly independent States2$715Wire$0Not ApplicableNot Applicable
Engineering DevelopmentSouth Asia8$14,759Checks; wire$0Not ApplicableNot Applicable
Engineering FellowshipEast Asia and the Pacific4$14,000Checks; wire$0Not ApplicableNot Applicable
Engineering FellowshipEurope (including Iceland and Greenland)8$44,000Checks; wires$0Not ApplicableNot Applicable
Engineering FellowshipNorth America (including Canada and Mexico, but not the United States)1$3,000Check$0Not ApplicableNot Applicable
Engineering ScholarshipEast Asia and the Pacific11$35,333Checks; wires$0Not ApplicableNot Applicable
Engineering ScholarshipEurope (including Iceland and Greenland)20$30,150Check; wires$0Not ApplicableNot Applicable
Engineering ScholarshipMiddle East and North Africa1$15,000Check$0Not ApplicableNot Applicable
Engineering ScholarshipNorth America (including Canada and Mexico, but not the United States)9$6,257Checks; wires$0Not ApplicableNot Applicable
Engineering ScholarshipSouth America4$5,250Wires$0Not ApplicableNot Applicable
Engineering ScholarshipSouth Asia9$9,600Wires$0Not ApplicableNot Applicable
Engineering ScholarshipSub-Saharan Africa1$1,050Wire$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 (13 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 LanePiscatawayNJ08854237310664501(c)(3)$2,620,810$0Not ApplicableNot ApplicableEngineering Development
California State University
6300 State University DriveLong BeachCA90815956106694501(c)(3)$10,405$0Not ApplicableNot ApplicableEngineering DevelopmentLong Beach FoundationSuite 332
Carnegie Mellon University
5000 Forbes AvenuePittsburghPA15213250969449501(c)(3)$41,750$0Not ApplicableNot ApplicableEngineering Development
Coalition for Plasma Science
2 Professional Drive Suite 249GaithersburgMD20878521162794501(c)(3)$10,000$0Not ApplicableNot ApplicableEngineering Development
Curators of University of Missouri
300 W 12th StreetRollaMO65401436003859501(c)(3)$10,000$0Not ApplicableNot ApplicableEngineering DevelopmentMissouri Univ Science Technology
Institute for Systems Biology
401 Terry Ave NSeattleWA98109912003593501(c)(3)$20,000$0Not ApplicableNot ApplicableEngineering Achievement Award
Pacific Telecommunications Council
914 Coolidge StreetHonoluluHI96826990200235501(c)(3)$7,500$0Not ApplicableNot ApplicableEngineering Development
Solar Splash Inc
2514 Silver Maple DriveLittle RockAR72210455284848501(c)(3)$20,000$0Not ApplicableNot ApplicableEngineering Development
Trustees of Darthmouth College
7 Lebanon St Suite 302HanoverNH03755020222111501(c)(3)$10,000$0Not ApplicableNot ApplicableEngineering Development
Trustees of the University of Pennsylvania
3451 Walnut St Room 329PhiladelphiaPA19104231352685501(c)(3)$7,950$0Not ApplicableNot ApplicableEngineering Development
The Regents University of California Los Angeles
1 Cyclotron Rd Bldg 46ABerkeleyCA94720956006143501(c)(3)$10,000$0Not ApplicableNot ApplicableEngineering Fellowship
University of Akron
302 Buchtel CommonAkronOH44325346575496501(c)(3)$25,000$0Not ApplicableNot ApplicableEngineering Development
University of Rhode Island Foundation
79 Upper College RoadKingstonRI02881056014351501(c)(3)$9,500$0Not ApplicableNot ApplicableEngineering Development
FieldValueIRS element (for citing)
Total501c3 Org13Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Engineering Achievement award258$321,973$0Not ApplicableNot Applicable
Engineering Development11$21,823$0Not ApplicableNot Applicable
Engineering Fellowship17$232,500$0Not ApplicableNot Applicable
Engineering Scholarships11$18,580$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 (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
E James Prendergast
Asst Secretary & Exec Dir$567,690$0$86,250$0$61,593$0$243,580$0$6,209$0$965,322$0$0
Thomas R Siegert
CFO & Asst Treas$367,509$0$50,610$0$11,846$0$39,593$0$7,519$0$477,077$0$0$0
Mary Ward-Callan
Mging Director - Technical Activities$350,628$0$48,300$0$33,664$0$68,458$0$7,277$0$508,327$0$0$0
Anthony Durniak
Staff Executive - Publications$315,397$0$45,650$0$43,608$0$64,604$0$7,060$0$476,319$0
Patrick Mahoney
Chief Marketing Officer$315,283$0$44,100$0$8,067$0$35,689$0$9,879$0$413,018$0$0$0
Matthew S Loeb
Staff Executive - Corp Strategy$245,445$0$49,010$0$43,052$0$56,310$0$5,677$0$399,494$0$0$0
Donna Hourican
Acting CIO Sr Dir BDRS$235,257$0$29,620$0$1,948$0$36,187$0$0$0$303,012$0$0$0
Elena Gerstmann
Staff Executive Corp Activities$206,696$0$26,990$0$604$0$25,298$0$1,785$0$261,373$0$0$0
Alexander Pasik
Chief Information Officer$142,080$0$44,110$0$24,907$0$22,546$0$78$0$233,721$0$0$0
Eileen M Lach
General Counsel & CCO$448,694$0$60,900$0$28,425$0$62,324$0$5,288$0$605,631$0$0$0
Jonathan Dahl
Sr Director - Global Sales & Cust Ops$220,584$0$165,616$0$50,556$0$69,544$0$8,789$0$515,089$0$0$0
Francis Staples
Director - American Sales$137,345$0$273,282$0$30,292$0$40,634$0$7,787$0$489,340$0$0$0
Jean Jennings
Director EMEAA Sales$152,725$0$216,525$0$31,183$0$49,394$0$3,150$0$452,977$0$0$0
Konstantinos Karachalios
Managing Dir - IEEE Standards$349,530$0$46,900$0$9,692$0$37,368$0$0$0$443,490$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. 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: Roberto de Marca, President & CEO; Howard E. Michel, President-Elect; Peter W. Staecker, Past President; Ralph M. Ford, VP-Member & Geographic Activities; Marko Delimar, Director & Secretary; Martin J. Bastianns, Director Region - 8; Marina Ruggieri, Director Division - IX; E. James Prendergast, Asst. Secretary & Exec Dir; Mary Ward-Callan, Mging Director - Technical Activities; Anthony Durniak, Staff Executive - Publications; Patrick Mahoney, Chief Marketing Officer; Matthew S. Loeb, Staff Executive - Corp. Strategy; Eileen M. Lach, General Counsel & CCO; Jonathan Dahl, Sr Director - Global Sales & Cust Ops; Francis Staples, Director - American Sales; Jean Jennings, Director - EMEAA 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. Peter W. Staecker, as President and CEO in 2013, received reimbursement in 2014 for spousal travel incurred in 2013. 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. Peter W. Staecker, as President and CEO in 2013, received a tax indemnification and gross-up payment in 2014 for spousal travel incurred in 2013. This payment was treated as taxable compensation and reported on Form 1099MISC.
Schedule J, Part I, Line 3A 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: A general science institutions B Engineering and Technology Services C Professional Society and D Research institutions; 2 Income and assets; 3 Employee Size. Once organizations were screened using 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; 4 the extent of its focus on contract research, and 5 whether the peer organization had a separate foundation. 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 3. Chief Financial Officer 4. Staff Executive, Corporate Strategy, terminated 9/1/14 5. Staff Executive, Corporate Activities, as of 8/18/14 6. Staff Executive, Publications 7. Chief Information Officer, terminated 6/16/14 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 13. Managing Director, IEEE-USA 14. General Counsel and Chief Compliance Officer 15. Acting Chief Information Officer/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 as of 8/18/14 19. Senior IEEE Xplore Manager, family of disqualified person 20. IT Infrastructure Project Manager, family of disqualified person 21. Inside Sales Assistant, family of disqualified person
Schedule J, Part I, Line 4Sec. 457(b) Plan: E. James Prendergast $17,500; Jonathan Dahl $17,500; Anthony Durniak $17,500; Jean Jennings $17,500; Francis Staples $17,500; Alexander J. Pasik $14,717. 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 the amount of $163,804 for 2014.
Schedule J, Part I, Line 5Jean Jennings 216,525 Commissions; Francis Staples 273,282 Commissions; Jonathan Dahl 165,616 Commissions
Schedule J, Part IIColumn B(iii), Other Reportable Compensation, includes, if applicable, payments related to Severance, Vacation Payout, IRS Sec. 457(b) Plan, Defined Contribution Cash Payout and Long Term Disability Premiums.

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 (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 6IEEE has approximately 426,000 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, 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: A general science institutions B Engineering and Technology Services C Professional Society and D Research institutions; 2 Income and assets; 3 Employee Size. Once organizations were screened using 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; 4 the extent of its focus on contract research, and 5 whether the peer organization had a separate foundation. 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 3. Chief Financial Officer 4. Staff Executive, Corporate Strategy, terminated 9/1/14 5. Staff Executive, Corporate Activities, as of 8/18/14 6. Staff Executive, Publications 7. Chief Information Officer, terminated 6/16/14 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 13. Managing Director, IEEE-USA 14. General Counsel and Chief Compliance Officer 15. Acting Chief Information Officer/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 as of 8/18/14 19. Senior IEEE Xplore Manager, family of disqualified person 20. IT Infrastructure Project Manager, family of disqualified person 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.
Form 990, Part XI, Line 9Include Regions & Sections 1 - 6 and Standards, formally included in IEEE Group Return, 16,343,453.

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$1,169,171$374,519Institute of Electrical and Electronics Engineers Inc
IEEE International LLC
445 Hoes LanePiscatawayNJ08854450570011Non-Profit activities - Scientific & EducationalDE$0$148,062Institute of Electrical and Electronics Engineers Inc
IEEE Global LLC
445 Hoes LanePiscatawayNJ08854131656633Scientific and EducationalDE$12$130,156Institute 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$1,282,017$94,4031Yes (1)
IEEE Europe GmbH
Support services, 813000 Business Activity Code, Administrative, Marketing & PromotionInstitute of Electrical and Electronics Enginees IncC$0$19,83010c/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

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1IEEE Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypebTransactionTypeTxt
Involved$2,620,810InvolvedAmt
Method Of Amount DeterminationCashMethodOfAmountDeterminationTxt