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INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC (EIN 13-1656633)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-13
IRS object ID
201233189349302953
Schema version
2011v1.2
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)
Timestamp2012-11-13T12:51:16-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN131656633EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlINSTNameControl
Phone7329810060Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1445 Hoes LaneAddressLine1
CityPiscatawayCity
StateNJState
ZIP Code088544141ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameThomas SiegertName
TitleCFO & Asst. TreasurerTitle
Phone7325626843Phone
Date Signed2012-11-13DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonE James PrendergastNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1445 Hoes LaneAddressLine1
CityPiscatawayCity
StateNJState
ZIP Code08854ZIPCode
FieldValueIRS element (for citing)
Gross Receipts624987720GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Group Exemption Number2038GroupExemptionNumber
Organization501c3XOrganization501c3
Web Sitewww.ieee.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1896YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionIEEE's 2011 significant activities include: the debut of the online platform EngineeringforChange.org which was designed to enable technical professionals to collaborate on solutions for humanitarian and developmental challenges; the launch of the IEEE Cloud Computing Initiative which is designed to serve as a catalyst for innovation in cloud computing with a focus on interoperability; the launch of the IEEE Life Sciences Web portal promoting engineering's role in cross-disciplinary solutions in life sciences; in June, IEEE and the Sirona Cares Foundation deployed battery-charging stations that supplied electricity to six regions of Haiti; and, in November, IEEE Spectrum magazine published a special report on "Fukushima and the Future of Nuclear Power" which won the 2011 Jesse H. Neal Award for Best News Coverage. Additional significant activities are highlighted in IEEE's Annual Report which can be found at www.ieee.org/annualreport/.ActivityOrMissionDescription
Nbr Voting Members Governing Body31NbrVotingMembersGoverningBody
Nbr Independent Voting Members31NbrIndependentVotingMembers
Total Nbr Employees1262TotalNbrEmployees
Total Nbr Volunteers100000TotalNbrVolunteers
Total Gross UBI13278353TotalGrossUBI
Net Unrelated Business Txbl Income-678457NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1965969ContributionsGrantsPriorYear
Contributions Grants Current Year2014836ContributionsGrantsCurrentYear
Program Service Revenue Prior Year364659513ProgramServiceRevenuePriorYear
Program Service Revenue CY381762197ProgramServiceRevenueCY
Investment Income Prior Year6936893InvestmentIncomePriorYear
Investment Income Current Year9930637InvestmentIncomeCurrentYear
Other Revenue Prior Year2335266OtherRevenuePriorYear
Other Revenue Current Year2173555OtherRevenueCurrentYear
Total Revenue Prior Year375897641TotalRevenuePriorYear
Total Revenue Current Year395881225TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2066311GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2859534GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year129373729SalariesEtcPriorYear
Salaries Etc Current Year132607609SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year82991TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY111235TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year945219TotalFundrsngExpCurrentYear
Other Expense Prior Year228541489OtherExpensePriorYear
Other Expenses Current Year261866898OtherExpensesCurrentYear
Total Expenses Prior Year360064520TotalExpensesPriorYear
Total Expenses Current Year397445276TotalExpensesCurrentYear
Revenues Less Expenses Prior Year15833121RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-1564051RevenuesLessExpensesCY
Total Assets BOY500298498TotalAssetsBOY
Total Assets EOY420177076TotalAssetsEOY
Total Liabilities BOY253203238TotalLiabilitiesBOY
Total Liabilities EOY188765210TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY247095260NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY231411866NetAssetsOrFundBalancesEOY
Mission DescriptionMission 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense110765457Expense
Grants2362514Grants
Revenue59165883Revenue
DescriptionMEMBERSHIPS & PUBLIC IMPERATIVES - IEEE membership exceeded 415,000 in more than 160 countries with approximately 50 percent of all members residing outside North America. Engineering Projects in Community Service in IEEE (EPICS in IEEE), an on-the-ground program that connects IEEE student branches and secondary school students with nonprofit organizations, grew substantially in 2011. Working through EPICS in IEEE, students are able to provide their communities with much-needed solutions and hope for a self-sustaining future. IEEE-Eta Kappa Nu (IEEE HKN), the official honor society of IEEE, is composed of nearly 200 university chapters that recognize scholarship and academic excellence in student leaders, young professionals and eminent scholars in IEEE's technical fields of interest. Since its founding nearly 100,000 distinguished individuals have been inducted into IEEE-HKN. In 2011, IEEE-HKN established its first three chapters outside the US in China, India and Canada. In 2011, more than 1,100 volunteer leaders gathered in San Francisco, CA, for IEEE Sections Congress. Delegates from 92 countries, 294 IEEE sections and 41 IEEE technical societies and councils attended. The theme, "Empowering Members to Create the Future," offered IEEE leaders the opportunity to share experiences and knowledge with one another and learn more about the many resources available to members.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense131297360Expense
Grants0Grants
Revenue132251256Revenue
DescriptionPERIODICALS - In 2011, IEEE published 16 of the top 20 journals in electrical and electronic engineering, 8 of the top 10 journals in telecommunications, and 6 of the top 10 journals in computer science, hardware and architecture. IEEE Signal Processing Magazine was named was named the number one journal in the category of Electrical and Electronic Engineering by Thomson Reuters' Journal Citation Reports. IEEE Xplore digital library reached 3 million documents. The Xplore digital library documents include journals, transactions, conference proceedings, standards and online courses. IEEE Spectrum published a special report on "Fukushima and the Future of Nuclear Power," including a detailed account of the worst nuclear disaster since Chernobyl. The multimedia report won the 2011 Jesse H. Neal Award for Best News Coverage. 1790 Analytics, LLC, a market research firm specializing in patent analysis and intellectual property, reported that the leading 25 organizations granted the highest number of patents between 1997 and 2011 cited IEEE journals and conference proceedings three times more than any of the other top 20 publishers.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense117584016Expense
Grants497019Grants
Revenue127575024Revenue
DescriptionCONFERENCES - IEEE sponsors more than 1,300 annual conferences and meetings in 81 countries providing the right forum for authors and speakers to present their work and providing attendees with networking and interaction opportunities. IEEE conferences cover relevant topics that showcase the depth and breadth of members' technical fields. During the year one hundred events dedicated to life sciences were held, including the 2011 International Conference of the IEEE Engineering in Medicine and Biology Society. More than 400 attendees from 30 countries traveled to Beijing China for the second annual Smart Grid World Forum. IEEE extended its leadership in the cloud computing field by organizing two successful seminars: the IEEE System of Systems Engineering Conference and IEEE Cloud 2011: The 4th International Conference on Cloud Computing. IEEE Africon 2011 was themed "Sustainable Energy and Communications Development for Africa" and held in Zambia. It was the largest in the event's 10 year history, with over 300 delegates attending, more than 40 percent from outside of Africa.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense22284888Expense
Grants0Grants
Revenue62770034Revenue
DescriptionStandards and Other Miscellaneous Programs - IEEE continued to be a driving force in the movement to help nations achieve energy independence, a sustainable environment, and economic growth through the development of the smart grid. The IEEE Standards Association (IEEE-SA) has developed nearly 100 standards relevant to smart grid, including IEEE 2030, the first cross-discipline guideline for smart grid interoperability for the power engineering, communications and information technology industries. In 2011, IEEE-SA launched the first long-term project on communications which will explore smart grid beyond IEEE 2030. During the year more than 480,000 pages of information on the IEEE Smart Grid Web portal were viewed by visitors from more than 190 countries. In 2011, the IEEE Cloud Computing Initiative was launched to inform and inspire innovation in the field. Two new standards development projects were approved: IEEE P2301, Draft Guide for Cloud Portability and Interoperability Profiles, and IEEE P2302, Draft Standard for Intercloud Interoperability and Federation. In 2011, IEEE and the Korean Agency for Technology and Standards signed a Memorandum of Understanding to work cooperatively on Standards development and distribution. In India, IEEE-SA engaged with individuals and industry through the IEEE India Standards Interest Group. In China, ongoing outreach and relationship building resulted in the renewal of agreements with the China Electronics Standardization Institute and China National Institute for Standardization. IEEE-SA launched a series of innovative products that respond to industry needs, such as, the IEEE Redline Versions of Standards, which provides a quick and easy way to compare changes between an active IEEE standard and its previous version.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp22284888TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt0TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev62770034TotalOfOtherProgramServiceRev
Total Program Service Expense381931721TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
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Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
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Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
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Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
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Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
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Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096927NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees1262NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryAENameOfForeignCountry
Name Of Foreign CountryARNameOfForeignCountry
Name Of Foreign CountryASNameOfForeignCountry
Name Of Foreign CountryAUNameOfForeignCountry
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Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members31NbrVotingGoverningBodyMembers
Number Independent Voting Members31NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
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Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
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Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledALStatesWhereCopyOfReturnIsFiled
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Own WebsiteXOwnWebsite

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonControllerNamePerson
Telephone Number7329810060TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1445 Hoes LaneAddressLine1
CityPiscatawayCity
StateNJState
ZIP Code088544141ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (44 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
Moshe Kam
President & CEO5XX000
Gorden W Day
President-Elect5XX000
Pedro A Ray
Past President5X000
Prof Tariq S Durrani
Vice President - Educational Activities5XX000
David A Hodges
VP - Publications Svs & Products5XX000
Howard E Michel
VP - Member & Geographic Activities5XX000
Steven M Mills
President - Standards Association5XX000
Donna L Hudson
VP - Technical Activities5XX000
Ronald G Jensen
President - IEEE USA5XX000
Roger D Pollard
Director & Secretary5XX000
Harold L Flescher
Director & Treasurer5XX000
Charles P Rubenstein
Director Region - 15X000
Ralph M Ford
Director Region - 25X000
Clarence L Stogner
Director Region - 35X000
James M Riess
Director Region - 45X000
Sandra L Robinson
Director Region - 55X000
Edward G Perkins
Director Region - 65X000
Om P Malik
Director Region - 75X000
Marko Delimar
Director Region - 85X000
Tania L Quiel
Director Region - 95X000
Wai-Choong Wong
Director Region - 105X000
Hiroshi Iwai
Director Division - I5X000
J Keith Nelson
Director Division - II5X000
Nim K Cheung
Director Division - III5X000
Peter N Clout
Director - Division IV5X000
Michael R Williams
Director Division - V5X000
Jeffery M Voas
Director Division - VI5X000
Enrique A Tejera
Director Division - VII5X000
Susan K Land
Director Division - VIII5X5000
Alfred O Hero
Director Division - IX5X000
Vincenzo Piuri
Director Division - X5X000
E James Prendergast
Asst Secretary & Exec Dir40X729704033989
Thomas R Siegert
CFO & Asst Treasurer40X336512031951
Anthony Durniak
Staff Executive - Publications40349165037910X
Mary Ward-Callan
Mging Director - Technical Activities40344621050847X
Matthew S Loeb
Staff Executive - Corp Strategy40324778036889X
Patrick Mahoney
Chief Marketing Officer40301262027562X
Angela R Burgess
Exec Dir - IEEE Computer Society40299610041565X
Alexander Pasik
CIO - Staff Exec - IT40282141022626X
Jonathan Dahl
Sr Director - GI Sales40481839039432X
Jean Jennings
Director - Int'l Sales40383019033529X
Francis Staples
Director - NA Sales40376801026430X
James Vick
Sr Director - IEEE Med/Pub40266804037567X
Donna Hourican
Sr Director - BDRS & IPO40258073032228X
FieldValueIRS element (for citing)
Total Reportable Comp From Org4734379TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation452525TotalOtherCompensation
Number Individuals GT100 K283NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

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Dorsey & Whitney
PO Box 1680MinneapolisMN55480Legal Services2775745
Three Park Avenue Building Co LP
750 Lexington AvenueNew YorkNY10022Rental1019078
SunGuard Availability Services LP
PO Box 91233ChicagoIL60693Disaster Recovery - Location & Service838379
Ampower Group LLC
PO Box 125ReadingtonNJ08870Consultants - Building Engineers802463
Gotham Technology Group LLC
1 Paragon DriveMontvaleNJ07645Consultants - Hardware/Software764037Suite 200
FieldValueIRS element (for citing)
Number Of Contractors GT100 K29NumberOfContractorsGT100K
Federated Campaigns0FederatedCampaigns
Membership Dues0MembershipDues
Fundraising Events0FundraisingEvents
Related Organizations1040782RelatedOrganizations
Government Grants295115GovernmentGrants
All Other Contributions678939AllOtherContributions
Noncash Contributions0NoncashContributions
Total Contributions2014836TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
Memberships & Public Imperatives90009959165883466350816955257$5,575,545
Periodicals9000991322512561281180944110637$22,525
Conferences900099127575024127433052141972$0
Standards90009923149072231220720$27,000
Other Program Service Revenue90009939620962390318330$589,129

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

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Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Total Program Service Revenue381762197TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column4812502TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$4,812,502ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

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Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Royalties Revenue RoyaltiesRevenue

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Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real192508Real
Personal0Personal

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real192508Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column192508TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue89440UnrelatedBusinessRevenue
Exclusion$103,068ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities234223443Securities
Other1187Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities229098282Securities
Other8213Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities5125161Securities
Other-7026Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column5118135TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$5,118,135ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events0GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events0CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses0FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

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Total Revenue Column0TotalRevenueColumn
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
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Gross Income Gaming0GrossIncomeGaming
Gaming Direct Expenses0GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

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Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
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FieldValueIRS element (for citing)
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Cost Of Goods Sold0CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

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Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
Acct, Tax, Payroll - ISTO541200134597501345975$0
Engineering Certification Programs5419006350720635072$0

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue1981047TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column395881225TotalRevenueColumn
Related Or Exempt Function Income364340132RelatedOrExemptFunctionIncome
Unrelated Business Revenue13278353UnrelatedBusinessRevenue
Exclusion$16,247,904ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1830099Total
Program Services1830099ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total573017Total
Program Services573017ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total456418Total
Program Services456418ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total3251182Total
Program Services2889515ProgramServices
Management And General361667ManagementAndGeneral
Fundraising0Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total96465899Total
Program Services93848931ProgramServices
Management And General2178326ManagementAndGeneral
Fundraising438642Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total12438193Total
Program Services12081282ProgramServices
Management And General297726ManagementAndGeneral
Fundraising59185Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total12946991Total
Program Services12553829ProgramServices
Management And General327971ManagementAndGeneral
Fundraising65191Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total7505344Total
Program Services7277180ProgramServices
Management And General190328ManagementAndGeneral
Fundraising37836Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total2474880Total
Program Services2331781ProgramServices
Management And General143099ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total3739432Total
Program Services3735913ProgramServices
Management And General3519ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total659106Total
Program Services659106ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total111235Total
Fundraising111235Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total8848Total
Program Services8848ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total22211559Total
Program Services22132436ProgramServices
Management And General78898ManagementAndGeneral
Fundraising225Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total7687502Total
Program Services6705199ProgramServices
Management And General908613ManagementAndGeneral
Fundraising73690Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total13320174Total
Program Services12534113ProgramServices
Management And General731078ManagementAndGeneral
Fundraising54983Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total9294974Total
Program Services9235239ProgramServices
Management And General56756ManagementAndGeneral
Fundraising2979Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total431116Total
Program Services431116ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total6770069Total
Program Services860622ProgramServices
Management And General5883347ManagementAndGeneral
Fundraising26100Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total13812331Total
Program Services12387552ProgramServices
Management And General1396508ManagementAndGeneral
Fundraising28271Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total93383607Total
Program Services93319665ProgramServices
Management And General63661ManagementAndGeneral
Fundraising281Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total41857Total
Program Services41857ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total11839559Total
Program Services10666466ProgramServices
Management And General1173093ManagementAndGeneral
Fundraising0Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total674091Total
Program Services430911ProgramServices
Management And General243180ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Printing & Publications3215928632140493108167977
Commission Expense162619811626198100
Equipment & Rental Expense199994214818985149633081
Members & Regional Expenses54563444894643561440261

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total19640240Total
Program Services20161611ProgramServices
Management And General-556653ManagementAndGeneral
Fundraising35282Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total397445276Total
Program Services381931721ProgramServices
Management And General14568336ManagementAndGeneral
Fundraising945219Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY5644502BOY
EOY11190547EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY57729260BOY
EOY55322307EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY429432BOY
EOY388828EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY89881557BOY
EOY14160940EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY1933662BOY
EOY34893EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY15076937BOY
EOY9698607EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis124288848LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec63605975LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY53329156BOY
EOY60682873EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY276273992BOY
EOY268698081EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY500298498BOY
EOY420177076EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY39538172BOY
EOY59511360EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY149059687BOY
EOY95763900EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY4889800BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY59715579BOY
EOY33489950EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY253203238BOY
EOY188765210EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY243906060BOY
EOY228615066EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2997800BOY
EOY2605400EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY191400BOY
EOY191400EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY247095260BOY
EOY231411866EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY500298498BOY
EOY420177076EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-1564051ReconcilationRevenueExpenses
Reconcilation Other Changes-14119343ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1969086CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1882719CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1995154CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1965969CurrentTaxYearMinus1Year
Current Tax Year2014836CurrentTaxYear
Total9827764Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years309368376CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years323365035CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years336166178CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year364659513CurrentTaxYearMinus1Year
Current Tax Year381762197CurrentTaxYear
Total1715321299Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total

Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total

Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years311337462CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years325247754CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years338161332CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year366625482CurrentTaxYearMinus1Year
Current Tax Year383777033CurrentTaxYear
Total1725149063Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total
FieldValueIRS element (for citing)
Public Support Total5091725149063PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11431522CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years10685141CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years9570567CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10165802CurrentTaxYearMinus1Year
Current Tax Year11129769CurrentTaxYear
Total52982801Total

Post1975 UBTI Post1975UBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11431522CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years10685141CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years9570567CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10165802CurrentTaxYearMinus1Year
Current Tax Year11129769CurrentTaxYear
Total52982801Total

Net Income From Other UBI NetIncomeFromOtherUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years322768984CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years335932895CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years347731899CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year376791284CurrentTaxYearMinus1Year
Current Tax Year394906802CurrentTaxYear
Total1778131864Total
FieldValueIRS element (for citing)
Public Support Percentage5090.97020PublicSupportPercentage509
Prior Year Support Percentage0.96851PriorYearSupportPercentage
Investment Income Percentage0.02980InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.03149PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals336035FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals336035FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals381595686FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals381931721FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus3148269CurrentYearMinus3
Current Year Minus2169860CurrentYearMinus2
Current Year Minus1152021CurrentYearMinus1
Current Year336035CurrentYear
Total806185Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total1000000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

FieldValueIRS element (for citing)
Current Year Minus30CurrentYearMinus3
Current Year Minus20CurrentYearMinus2
Current Year Minus10CurrentYearMinus1
Current Year0CurrentYear
Total0Total

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis873000OtherCostOrOtherBasis
Book Value873000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis17956300OtherCostOrOtherBasis
Depreciation11502800Depreciation
Book Value6453500BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis11157600OtherCostOrOtherBasis
Depreciation4015800Depreciation
Book Value7141800BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis94301948OtherCostOrOtherBasis
Depreciation48087375Depreciation
Book Value46214573BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis0OtherCostOrOtherBasis
Depreciation0Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings60682873TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
Deposits - IEEE Foundation$26,959,600
Oblig. Under Capital Leases$4,711,000
Trading Liabilities$1,819,350
FieldValueIRS element (for citing)
Total Of Amounts33489950TotalOfAmounts
Total Revenue395881225TotalRevenue
Total Expenses397445276TotalExpenses
Excess Or Deficit For Year-1564051ExcessOrDeficitForYear
Net Unrealized GL On Investments-14119344NetUnrealizedGLOnInvestments
Donated Services And Facilities0DonatedServicesAndFacilities
Investment Expenses0InvestmentExpenses
Prior Period Adjustments0PriorPeriodAdjustments
Other-$1,140,505OtherAmount
Total Adjustments-15259849TotalAdjustments
Excess Or Deficit Per FS-16823900ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt381109200TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-14119344NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities0DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants0RecoveriesOfPriorYearGrants
Other Revenues-652681OtherRevenues
Revenue Not Rptd F990-14772025RevenueNotRptdF990
Revenue Subtotal395881225RevenueSubtotal
Investment Expenses Not Included0InvestmentExpensesNotIncluded
Other Revenues Not Included0OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990395881225TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt397933100TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities0DonatedServicesUseOfFacilities
Prior Year Adjustments0PriorYearAdjustments
Losses Reported0LossesReported
Other Expenses Included487824OtherExpensesIncluded
Expenses Not Rptd F990487824ExpensesNotRptdF990
Expenses Subtotal397445276ExpensesSubtotal
Investment Expenses Not Included20InvestmentExpensesNotIncluded2
Other Expenses Not Included0OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990397445276TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchD_P10_S00_L02Schedule D, Part X, Line 2Tax Status - The Institute is qualified under Section 501(c)(3) of the Internal Revenue Code as an organization exempt from federal income taxes. Accounting principles generally accepted in the United States require management to evaluate uncertain tax positions taken by the Institute. The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits, to be sustained upon examination by the IRS. Management has analyzed the tax positions taken by the Institute, and has concluded that as of December 31, 2011, there are no uncertain positions taken or expected to be taken. The Institute has recognized no interest or penalties related to uncertain tax positions. The Institute is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to 2007.
SchD_P11_S00_L08Schedule D, Part XI, Line 8Net Regions #1-6, Sections #1-6, Standards, Eliminations (1,097,815); Investment Income elimination (42,690).
SchD_P12_S00_L02dSchedule D, Part XII, Line 2dNet Regions #1-6; Sections #1-6, Standards, Eliminations (609,991); Investment Income Elimination (42,690).
SchD_P13_S00_L02dSchedule D, Part XIII, Line 2dNet Regions #1-6; Sections #1-6, Standards, Eliminations 487,824.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (44 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvided
Central America and the Caribbean00Grantmaking4161
Central America and the Caribbean00Program Services235998Membership and Public Imperatives
Central America and the Caribbean00Program Services1481Periodicals
Central America and the Caribbean00Program Services242720Conferences
Central America and the Caribbean00Program Services54238Standards and Other
East Asia and the Pacific00Grantmaking206175
East Asia and the Pacific37Program Services2223545Membership and Public Imperatives
East Asia and the Pacific00Program Services23174Periodicals
East Asia and the Pacific00Program Services8356111Conferences
East Asia and the Pacific00Program Services342683Standards and Other
Europe (including Iceland and Greenland)00Grantmaking183403
Europe (including Iceland and Greenland)00Program Services548494Membership and Public Imperatives
Europe (including Iceland and Greenland)00Program Services18382Periodicals
Europe (including Iceland and Greenland)00Program Services15882379Conferences
Europe (including Iceland and Greenland)00Program Services324954Standards and Other
Middle East and North Africa00Grantmaking22912
Middle East and North Africa00Program Services97843Membership and Public Imperatives
Middle East and North Africa00Program Services708Periodicals
Middle East and North Africa00Program Services434893Conferences
Middle East and North Africa00Program Services114448Standards and Other
North America (including Canada and Mexico, but not the United States)00Grantmaking67770
North America (including Canada and Mexico, but not the United States)00Program Services766405Membership and Public Imperatives
North America (including Canada and Mexico, but not the United States)00Program Services17927Periodicals
North America (including Canada and Mexico, but not the United States)00Program Services4342857Conferences
North America (including Canada and Mexico, but not the United States)00Program Services457206Standards and Other
Russia and the newly independent States00Grantmaking7438
Russia and the newly independent States11Program Services23073Membership and Public Imperatives
Russia and the newly independent States00Program Services7115Periodicals
Russia and the newly independent States00Program Services608624Conferences
Russia and the newly independent States00Program Services11057Standards and Other
South America00Grantmaking47153
South America00Program Services289272Membership and Public Imperatives
South America00Program Services1239175Conferences
South America00Program Services361808Standards and Other
South Asia00Grantmaking71834
South Asia00Program Services240609Membership and Public Imperatives
South Asia00Program Services3068Periodicals
South Asia00Program Services404605Conferences
South Asia00Program Services65728Standards and Other
Sub-Saharan Africa00Grantmaking5695
Sub-Saharan Africa00Program Services97088Membership and Public Imperatives
Sub-Saharan Africa00Program Services339Periodicals
Sub-Saharan Africa00Program Services39358Conferences
Sub-Saharan Africa00Program Services62749Standards and Other
FieldValueIRS element (for citing)
Total Number Of Offices4TotalNumberOfOffices
Total Number Of Employees8TotalNumberOfEmployees
Total Amount Spent38556655TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (4 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementAmount Of Non Cash AssistanceAmountOfNonCashAssistanceDescription Of Non Cash AssistanceDescriptionOfNonCashAssistanceMethod Of ValuationMethodOfValuation
East Asia and the PacificEngineering Development9902Check0Not ApplicableNot Applicable
East Asia and the PacificEngineering Achievement Award6164Check0Not ApplicableNot Applicable
South AsiaEngineering Development9927Check0Not ApplicableNot Applicable
South AsiaEngineering Development7393Check0Not ApplicableNot Applicable
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs4TotalNumberOf501c3Orgs
Total Number Of Other Orgs0TotalNumberOfOtherOrgs

Grants To Ind Outside US GrantsToIndOutsideUS (25 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementAmount Of Non Cash AssistanceAmountOfNonCashAssistanceDescription Of Non Cash AssistanceDescriptionOfNonCashAssistanceMethod Of ValuationMethodOfValuation
Engineering Achievement AwardEast Asia and the Pacific13567796Checks; wires0Not ApplicableNot Applicable
Engineering DevelopmentEast Asia and the Pacific1800Wire0Not ApplicableNot Applicable
Engineering FellowshipEast Asia and the Pacific627000Checks0Not ApplicableNot Applicable
Engineering ScholarshipsEast Asia and the Pacific45500Checks0Not ApplicableNot Applicable
Engineering Achievement AwardEurope (including Iceland and Greenland)10992363Checks; wires0Not ApplicableNot Applicable
Engineering DevelopmentEurope (including Iceland and Greenland)41463Checks; wire0Not ApplicableNot Applicable
Engineering FellowshipEurope (including Iceland and Greenland)841000Checks; wire0Not ApplicableNot Applicable
Engineering ScholarshipsEurope (including Iceland and Greenland)2219250Checks; wires0Not ApplicableNot Applicable
Engineering Achievement AwardMiddle East and North Africa611757Checks; wire0Not ApplicableNot Applicable
Engineering DevelopmentMiddle East and North Africa12000Check0Not ApplicableNot Applicable
Engineering FellowshipMiddle East and North Africa13000Check0Not ApplicableNot Applicable
Engineering ScholarshipMiddle East and North Africa1750Check0Not ApplicableNot Applicable
Engineering Achievement AwardNorth America (including Canada and Mexico, but not the United States)8734859checks; wire0Not ApplicableNot Applicable
Engineering FellowshipNorth America (including Canada and Mexico, but not the United States)314000Checks0Not ApplicableNot Applicable
Engineering ScholarshipsNorth America (including Canada and Mexico, but not the United States)24000Checks0Not ApplicableNot Applicable
Engineering Achievement AwardRussia and the newly independent States116738Checks0Not ApplicableNot Applicable
Engineering DevelopmentRussia and the newly independent States2400Checks0Not ApplicableNot Applicable
Engineering Achievement AwardSouth America95760Checks0Not ApplicableNot Applicable
Engineering FellowshipSouth America13000Wire0Not ApplicableNot Applicable
Engineering ScholarshipsSouth America45250Checks; wire0Not ApplicableNot Applicable
Engineering Achievement AwardSouth Asia1710327Checks; wires0Not ApplicableNot Applicable
Engineering DevelopmentSouth Asia146211Checks0Not ApplicableNot Applicable
Engineering FellowshipSouth Asia16000Check0Not ApplicableNot Applicable
Engineering ScholarshipsSouth Asia916520Checks0Not ApplicableNot Applicable
Engineering Achievement AwardSub-Saharan Africa32250Checks0Not ApplicableNot Applicable
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp1OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries1BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierSchF_P01_S00_L02Identifier
Return ReferenceSchedule F, Part I, Line 2ReturnReference
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.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

FieldValueIRS element (for citing)
Business Name Line1Donald A Cambell & CompanyBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1One East Wacker DrAddressLine1
Address Line2Suite 3350AddressLine2
CityChicagoCity
StateILState
ZIP Code60601ZIPCode
FieldValueIRS element (for citing)
ActivityPES Contract - Work with IEEE PES - Goal of providing 2000 Annual Scholarships and support faculty and teaching research - to build fundraising capacity and speak to prospective donors and fundraisers.Activity
Fundraiser Control Of Funds0FundraiserControlOfFunds
Gross Receipts0GrossReceipts
Amount Retained By Contractor111235AmountRetainedByContractor
Net To Organization-111235NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts0TotalGrossReceipts
Total Retained By Contractors111235TotalRetainedByContractors
Total Net To Organization-111235TotalNetToOrganization
Licensed StatesAKLicensedStates
Licensed StatesALLicensedStates
Licensed StatesARLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDCLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesILLicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMELicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWILicensedStates
Licensed StatesWVLicensedStates

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (16 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistancePurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
IEEE Foundation Inc
445 Hoes LanePiscatawayNJ08854237310664501(c)(3)14544050Not ApplicableNot ApplicableEnginering Development
American Association for Advancing Science
1200 New York Ave NWWashingtonDC20005530196568501(c)(3)85000Not ApplicableNot ApplicableEngineering Fellowship
Association for Iron and Steel Technology
186 Thorn Hill RoadWarrendalePA15086200338690501(c)(3)60000Not ApplicableNot ApplicableEngineering Development
Curators of the University of Missouri
325 Computer ScienceRollaMO65409436003859501(c)(3)180000Not ApplicableNot ApplicableEngineering Fellowship1870 Miner Cir
Foundation Underwater Research & Ed
Intl Submarine RacesWilliamsburgVA23185521652248501(c)(3)100000Not ApplicableNot ApplicableEngineering Development3 Huntington Dr
Indiana University
Accounts PayableSouth BendIN46634356001673217500Not ApplicableNot ApplicableEngineering Development
National Electronics Museum
1745 W Nursery RoadLinthicumMD21090521226197501(c)(3)152000Not ApplicableNot ApplicableEngineering Development
Norman C Lerner Transcomm
4527 Pickett RoadFairfaxVA22032540854913501(C)(3)650000Not ApplicableNot ApplicableEngineering Fellowship
Purdue University
CS Dept 1398 CS BldgWest LafayetteIN47907356002041501(c)(3)55000Not ApplicableNot ApplicableEngineering Scholarship305 N University St
Sirona Cares Foundation
4200 Park Blvd PMBOaklandCA94602270214325501(c)(3)400000Not ApplicableNot ApplicableEngineering Development
Texas A&M University
Texas Energy Experimental StCollege StationTX7784374600053199440Not ApplicableNot ApplicableEngineering DevelopmentAtt Lisa Grimaldo EE Dept
University of Chicago
Computation InstituteChicagoIL60637362177139501(C)(3)100000Not ApplicableNot ApplicableEngineering Achievement Award
University of Northern Iowa Foundation
205 CommonsCedar FallsIA50614426058591501(c)(3)200000Not ApplicableNot ApplicableEngineering Development
University of Texas at Arlington
219 West Main StArlingtonTX76019756000121150000Not ApplicableNot ApplicableEngineering FellowshipPO Box 19136
Villanova University
Electrical and Computer EngrgVillanovaPA19085231352688501(c)(3)230000Not ApplicableNot ApplicableEngineering Development800 Lancaster Ave
Washington State University Foundation
442 French Administration BldgPullmanWA99164911075542501(c)(3)200000Not ApplicableNot ApplicableEngineering Achievement Award
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants14TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations2TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
Engineering Achievement Award2733261170Not ApplicableNot Applicable
Engineering Development364000Not ApplicableNot Applicable
Engineering Fellowship172225000Not ApplicableNot Applicable
Engineering Scholarship12180000Not ApplicableNot Applicable

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierSchI_P01_S00_L02Identifier
Return ReferenceSchedule I, Part I, Line 2ReturnReference
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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org1CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
E James Prendergast
5262860157500045918026338076510763693000
Thomas R Siegert
30377402746005278026337056140368463000
Anthony Durniak
285839036310027016032280056300387075000
Mary Ward-Callan
2977760363000105450403260105210395468000
Matthew S Loeb
28225703404008481031415054740361667000
Patrick Mahoney
25910003986502297018988085740328824000
Angela R Burgess
2474490353200168410302900112750341175000
Alexander Pasik
240293024310017538018988036380304767000
Jonathan Dahl
3246680131817025354030623088090521271000
Jean Jennings
1391620214130029727031312022170416548000
Francis Staples
1297450225286021770018988074420403231000
James Vick
20886204765901028303720703600304371000
Donna Hourican
22983802685001385032228000290301000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchJ_P01_S00_L01aSchedule 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 IEEE President. 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: Jonathan Dahl (Sr Director - GI Sales), Tariq S. Durrani (Vice-President - Educational Activities), Anthony Durniak (Staff Executive - Publications), Harold L. Flescher (Director & Treasurer), Jean Jennings (Director - Int'I Sales), Moshe Kam (President & CEO), Matthew S. Loeb (Staff Executive-Corp. Strategy), Patrick Mahoney (Chief Marketing Officer), Steven M. Mills (President IEEE - Standards Association), E. James Prendergast (Asst. Secretary & Executive Director), Pedro A. Ray (Past President), Thomas R. Siegert (CFO & Asst. Treasurer), James Vick (Sr Director - IEEE Med/Pub), and Mary Ward-Callan (Mging Director - Technical Activities). No part of these reimbursements were treated as taxable compensation.
SchJ_P01_S00_L03Schedule J, Part I, Line 3The IEEE Board of Directors, through its 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; and (4) the extent of its focus on contract research. The Committee then reviewed individual and market data. The Committee then debated and documented its decisions about what is reasonable and its decision-making process for multiple disqualified persons. The Consultant then provided a "presumption of reasonable compensation" letter for the IEEE's files. Disqualified individuals include the following: 1. Executive Director and Chief Operating Officer 2. Chief Financial Officer and Asst. Treasurer 3. Executive Corporate Strategy 4. Staff Executive, Publications 5. Chief Information Officer and Staff Executive for Information Systems 6. Chief Marketing Officer 7. Managing Director, Technical Activities 8. Managing Director, Membership & Geographic Activities 9. Managing Director, IEEE Standards 10. Managing Director, Educational Activities 11. Managing Director, IEEE-USA 12. General Counsel and Chief Compliance Officer 13. Senior Director, Business & Data Related Services 14. Senior Director, Global Sales & Customer Operations 15. Staff Executive, Human Resources 16. Senior Program Manager (family - disqualified person) 17. IEEE Director of Facilities (family - disqualified person) 18. Senior Project Manager, (family - disqualified person) 19. IT Infrastructure Project Manager (family - disqualified person) This process is performed annually.
SchJ_P01_S00_L05Schedule J, Part I, Line 5Jonathan Dahl 131,817 Commissions; Jean Jennings 214,130 Commissions; Francis Staples 225,261 Commissions

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9900NoncashContribsRptdF990
Method Of Determining RevenuesNot ApplicableMethodOfDeterminingRevenues

Historical Artifacts HistoricalArtifacts

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions47NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990
Method Of Determining RevenuesNot ApplicableMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierSchM_P01_S00_L33Identifier
Return ReferenceSchedule M, Part I, Line 33ReturnReference
ExplanationOn Part I, Lines 4 and 22, Column (c) zero amount is reported. Zero is also reported on Form 990, Part VII, Statement of Revenue, because IEEE did not capitalize its collections, as allowed under SFAS 116. On Part 1, Line 22, Column (b), 47 is the number of items contributed.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
F990_P06_S0A_L06Form 990, Part VI, Section A, Line 6IEEE has approximately 415,000 members in over 160 countries around the world.
F990_P06_S0A_L07aForm 990, Part VI, Section A, Line 7aThe members of IEEE elect the directors of IEEE.
F990_P06_S0B_L11bForm 990, Part VI, Section B, Line 11bBefore the Form 990 is filed with the IRS it is reviewed by the IEEE 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.
F990_P06_S0B_L12cForm 990, Part VI, Section B, Line 12cAnnually, IEEE requires that officers and directors submit a completed conflict of interest form that is reviewed for both positive and negative responses for potential conflict of interest. All IEEE employees are required to complete an annual training course to determine if a conflict of interest form is to be completed. The result of an officer or director not completing a required conflict of interest form is that their name is submitted to the IEEE Board of Directors for possible disciplinary action.
F990_P06_S0B_L15Form 990, Part VI, Section B, Line 15The IEEE Board of Directors, through its 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; and (4) the extent of its focus on contract research. The Committee then reviewed individual and market data. The Committee then debated and documented its decisions about what is reasonable and its decision-making process for multiple disqualified persons. The Consultant then provided a "presumption of reasonable compensation" letter for the IEEE's files. Disqualified individuals include the following: 1. Executive Director and Chief Operating Officer 2. Chief Financial Officer and Asst. Treasurer 3. Executive Corporate Strategy 4. Staff Executive, Publications 5. Chief Information Officer and Staff Executive for Information Systems 6. Chief Marketing Officer 7. Managing Director, Technical Activities 8. Managing Director, Membership & Geographic Activities 9. Managing Director, IEEE Standards 10. Managing Director, Educational Activities 11. Managing Director, IEEE-USA 12. General Counsel and Chief Compliance Officer 13. Senior Director, Business & Data Related Services 14. Senior Director, Global Sales & Customer Operations 15. Staff Executive, Human Resources 16. Senior Program Manager (family - disqualified person) 17. IEEE Director of Facilities (family - disqualified person) 18. Senior Project Manager, (family - disqualified person) 19. IT Infrastructure Project Manager (family - disqualified person) This process is performed annually.
F990_P06_S0C_L19Form 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.
F990_P07_S0A_L01aForm 990, Part VII, Section A, Line 1aAverage hours per week for related organization, IEEE Foundation Inc. - E. James Prendergast, Asst. Secretary & Exec Director, .5 hour per week; Thomas R. Siegert, CFO & Asst. Treasurer, 1 hour per week; Matthew S. Loeb, Staff Exexutive - Corporate Strategy, 10 hours per week.
F990_P11_S00_L05Form 990, Part XI, Line 5Unrealized Loss (14,119,344); Rounding 1

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsDirect Controlling Entity NADirectControllingEntityNA
IEEE Broadcast Technology Convention LLC
445 Hoes LanePiscatawayNJ08854131656633Partner of a UK partnership operating a conference.DE10663001076814N/A
IEEE International LLC
445 Hoes LanePiscatawayNJ08854450570011Non-Profit activities - Scientific & EducationalDE0220260N/A

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
IEEE Foundation Inc
445 Hoes LanePiscatawayNJ08854237310664Encourage technological development in engineering.NY501(c)(3)7N/A0
IEEE Industry Standards Technology Org Inc
501 Hoes LanePiscatawayNJ08854223639558Set industry standards in electronics.DE501(c)(6)Not ApplicableN/A0

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1IEEE IncBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1445 Hoes LaneAddressLine1
CityPiscatawayCity
StateNJState
ZIP Code08854ZIPCode
FieldValueIRS element (for citing)
EIN208766830EIN
Primary ActivitySupport services, 813000 Business Activity Code, Administrative, Marketing & Promotion.PrimaryActivity
Legal Domicile StateDELegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA
Type Of EntityCTypeOfEntity
Share Of Total Income-457538ShareOfTotalIncome
Share Of EOY Assets567922ShareOfEOYAssets
Percentage Ownership1PercentageOwnership
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
IEEE Industry Standards Technology Org Inc
i89440Fair Market Value received
IEEE Industry Standards Technology Org Inc
p1275293Fair Market Value received