2024-11-13T15:54:42+00:00 2023-12-31 990 2023-01-01 131656633 Institute of Electrical and Electronics Engineers Inc INST 7329810060 445 HOES LANE PISCATAWAY NJ 08854 THOMAS R SIEGERT ASSISTANT TREASURER & CFO 7329810060 2024-11-13 2023 2024-10-15 13:58:12Z IEEE Sophia Muirhead 445 HOES LANE PISCATAWAY NJ 08854 1107737807 false 2038 X WWW.IEEE.ORG X 1896 NY Advancing Technology for Humanity. IEEE and its members inspire a global community through professional and educational activities, technical publications, conferences, and technology standards, envisioning a sustainable future. IEEE is focused on engaging, inspiring, and leading global communities to address critical challenges through technology. From sustainability efforts to initiatives on how to ensure artificial intelligence applications follow industry standards, IEEE continues to have a strong voice in how we can provide leadership for these crucial efforts. 31 31 1576 100000 9676400 0 2830002 3547665 527424157 571745371 23881014 65471049 12295285 9450898 566430458 650214983 6777824 8445461 0 0 184465611 197917023 0 0 523771 281002071 328569709 472245506 534932193 94184952 115282790 1142179318 1331862893 262476837 290714058 879702481 1041148835 X MISSION 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. false false 176947236 5500 219040948 CONFERENCES: In 2023, IEEE conferences continued to showcase the latest groundbreaking research, while exploring new strategies to promote sustainability and accessibility. As a part of IEEE's efforts to reduce the environmental impact of its conferences, IEEE joined the Net Zero Carbon Events Initiative, a leading industry initiative to address climate change. Virtual, in-person, and hybrid options provide networking opportunities, access to cutting edge technical literature, resources for continuing education, and innovative collaboration. In 2023, IEEE sponsored 2,121 conferences with 562,030 attendees. The 2023 IEEE International Conference on Acoustics, Speech and Signal Processing (ICASSP) returned to an in-person experience in Rhodes Island, Greece, breaking records in participation with an increase of 50% in papers and more than 4,000 participants. The success of this returning summit proves the central role of signal processing in the development and success of AI. The IEEE International Conference on Robotics and Automation (ICRA) was hosted in London and set an all-time attendance record with 6,000 participants. The conference roster featured the most influential and innovative figures in the world of robotics and automation delivering plenary speeches, workshops, business talks, and other interactive activities. The IEEE Bangladesh Section and IEEE Kerala Section jointly organized the 9th IEEE International Women in Engineering (WIE) Conference in Kerala, India, uniting leaders of academic research and scholars to exchange their experiences and research. 172179065 253833407 PERIODICALS: The IEEE Xplore(R) Digital Library is one of the world's largest collections of technical literature in engineering, computer science and related technologies with over 6.1 million documents available in its vast repository. In 2023, IEEE published 244,578 conference articles and 91,020 journal and magazine articles. IEEE's publishing program, in its efforts to drive enhancements in sustainability, had regular additions to the IEEE Climate Change Collection, featuring articles on the causes, mitigation, and adaption of climate change. IEEE continues to deliver groundbreaking research in its industry-leading publications and share its technical expertise around the world on the technologies that will shape the future. In 2023, IEEE reached a new milestone with over 100,000 open access articles published and now available in the IEEE Xplore Digital Library. Articles are from IEEE's hybrid journals, fully open access journals, and IEEE Access, which celebrated its 10-year publishing Anniversary this year. To commemorate the occasion, IEEE curated a collection of the top 10 most impactful IEEE Access articles over the last decade. IEEE reached a three-year open access agreement with Hellenic Academic Libraries Link (HEAL-Link), a consortium of over 43 Greek universities and institutions, as well as CRUE, a consortium of Spanish Universities. Greek and Spanish researchers belonging to participating institutions may now publish open access articles in approximately 200 IEEE journals and magazines, making them instantly available to the general public at no cost. IEEE maintains its position as one of the top publishers of science and technology journals, continuing to be a trusted source for communicating quality technical information that will help inspire and share the next breakthrough technologies. 120014031 8439961 46403408 MEMBERSHIP & PUBLIC IMPERATIVES: IEEE is a public charity with a global presence, but its impact starts at the local level, through its members and volunteers who actively work to improve the lives of others. IEEE serves as the home where like-minded and passionate individuals join together and help push technology to new frontiers. With 344 sections and more than 4,000 chapters worldwide, IEEE facilitates the active participation of thousands of members and volunteers, who help contribute to the IEEE mission. In 2023, IEEE had a total of 460,709 members from more than 190 countries worldwide, including 171,056 student members, and 391,074 society members from the 39 Technical Societies. In 2023 IEEE members and volunteers collaborated with leading organizations and continued delivering on technological advancements and solutions to address the world's most pressing challenges to shape a better future. COLLABORATING ON CLIMATE CHANGE: IEEE acts as a conduit, enabling collaboration between technology and engineering professionals, policymakers, and other organizations to foster on-going dialogue on sustainable energy policies and practices. A) The IEEE Technology Center for Climate was established to support collaboration and knowledge sharing with leading institutions to explore and implement technology to address climate change. B) IEEE climate change inventory of activities was developed to identify opportunities for further collaboration within IEEE and with other organizations. C) The "Net Zero Warriors" initiative was launched to motivate and facilitate key innovation and technology challenges in energy transition, to enable decarbonization across the energy spectrum. D) IEEE's Climate Change website (https://climate-change.ieee.org/) makes IEEE resources on climate change broadly accessible, allowing members and non-members to collaborate, participate, and engage with the IEEE Climate Change community. E) 2023 IEEE Sections Congress brought together over 1,000 participants from IEEE Sections across the globe and featured a Climate Change Pavilion highlighting over 50 climate change projects executed by local Sections, Societies, IEEE Young Professionals and more in support of sustainability efforts. FOCUS ON EDUCATION: IEEE continues to lead in the area of engineering and technology education, providing resources for pre-university, university, and continuing professional education. From innovative STEM and pre-university education and recognition programs through continuing professional education for practitioners and engineering faculty, IEEE inspires lifelong learning. A) The IEEE TryEngineering program empowers educators to foster the next generation of technology innovators, affording teachers the tools to integrate sustainability themes into lesson plans to encourage students. The IEEE TryEngineering website features a collection of resources including activities, lessons, and new in 2023, a specialized section on Climate Change. B) The IEEE EPICS in IEEE Access & Abilities Competition challenged IEEE student teams across the United States to develop engineering solutions to address accessibility challenges. Student projects included a soft exosuit for ambulatory patients with spinal muscular atrophy, a smart E-TRIKE with detachable wheels for disabled students, and a self-navigating robotic walking aid for the elderly. C) IEEE Education Week - a weeklong celebration of lifelong learning - highlights the diverse educational programs and resources available throughout IEEE for students, educators, and technical professionals. The second annual IEEE Education Week featured over 180 local and regional events, panels, talks, and workshops. D) IEEEXtreme, a global challenge in which thousands of teams of IEEE student members compete in a 24-hour time span to solve a set of real-world programming problems, continues to be popular with the next generation of technologists. More than 7,000 teams (17,000 individual team members) across 69 countries participated in IEEEXtreme 17.0. TECH ETHICS: IEEE continues to be very active in the intersection between technology and ethics. A) The IEEE TechEthics website (https://techethics.ieee.org/) provides access to technology ethics resources and information from across IEEE including education modules, articles, session recordings and ethics frameworks. B) The IEEE Standard for Age Appropriate Digital Services (IEEE 2089TM), which supports the growing need for designing digital products and services with the best interests of children in mind, has served as the foundation for laws in the UK and other regions. C) IEEE-USA hosted three meetings with the Congressional AI caucus where it shared insights on AI technology and workforce issues. IEEE-USA worked directly with federal regulators and congressional offices to help craft the rules that will govern AI technology in the United States. DIVERSITY AND INCLUSION: The IEEE Diversity and Inclusion Committee continued to incorporate DEI practices into IEEE Policies and Procedures throughout the organization. A volunteer toolkit was launched to bolster DEI initiatives throughout the IEEE community and support these ongoing activities in this area. HUMANITARIAN EFFORTS WORLDWIDE: IEEE is proud to engage and collaborate with global communities to help make our world a more sustainable, humane, and prosperous place. The IEEE Humanitarian Activities Committee (HAC) and Special Interest Group on Humanitarian Technology (SIGHT) funded and implemented numerous life-changing programs in 2023. A) IEEE Uganda Section installed a solar system comprised of six solar panels, two batteries, one inverter and a charging port to provide sustainable and clean energy to the Nyakinengo Health Centre, directly benefiting over 500 current patients and their families. B) IEEE Ecuador Section used its funding to implement a smart irrigation system to improve land production of crops, benefiting more than 350 people in the rural community of Cruz Loma. C) IEEE Malaysia Section designed and deployed an integrated solar lighting and camera surveillance system for a fishing village of 200 residents, to allow better understanding of crocodiles and their behavior in the area. D) IEEE Argentina Section set up a community garden, cheese production operations and refrigeration system to empower residents to engage in new income-generating activities. IEEE's Mobile Outreach Vehicle (MOVE) continues its mission to assist victims of natural disasters where volunteers provided critical communications infrastructure and support to federal resource centers and American Red Cross responders working in impacted communities. In 2023, IEEE expanded the MOVE program to provide outreach services to India and the Caribbean. More than 50 portable emergency solar mobile chargers and easily deployable solutions were assembled throughout the country of India. In 2023 IEEE MOVE responded to three disaster events in the United States - Hurricane Lee in New England, Hurricane Idalia in Florida, and the Mississippi tornados. 49430967 46042991 STANDARDS: The IEEE Standards Association approved 188 new standards in 2023 for publication addressing biases, safety, privacy, transparency, and corporate governance to help ensure scientific integrity for the public. IEEE continued to grow its collection of standards geared towards sustainability, climate change, and overall social responsibility solutions: A) IEEE 1547, Series of standards covering the interconnection of distributed energy resources with electric power systems B) IEEE 1680.1, Standard for Environmental and Social Responsibility Assessment of Computers and Displays C) IEEE 1801, Standard for Design and Verification of Low-Power, Energy-Aware Electronic Systems D) IEEE 1888, Standard for Ubiquitous Green Community Control Network Protocol E) IEEE P2030.5, Standard for Smart Energy Profile Application Protocol F) IEEE P7802, Standard for Measurement and Verification of Reduction of Greenhouse Gases for Climate Action Projects and Solutions. G) IEEE 2089, Standard for Age Appropriate Digital Services IEEE makes selected Standards available free of charge through the IEEE GET Program, which aims to expand the global reach of technical knowledge developed by industry, accelerate adoption of IEEE standards, contribute to an open knowledge community, promulgate open information exchange to foster innovation, and connect IEEE with the development of world-changing technologies for the benefit of humanity. In 2023, IEEE introduced the GET Program for AI Ethics and Governance Standards, to expand free access to standards in artificial intelligence, ethics, and governance that provide guidance and considerations towards trustworthy AI. 49430967 46042991 518571299 true true false true false false false true true true true false false false true false true false true true true true false false false false true true true false false false false false false true true false false false false true true true true false false true X 1219 0 true 1576 true true true true IN JA KS AS SA SN SP UK CA false false false false false false false false false false X 31 31 false false true false true true true true true false true true true true true true true true true true false CA CO CT FL GA AL HI IL IN KS KY ME AK MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA AR WA WV WI X X IEEE CONTROLLER OFFICE 7329810060 445 HOES LANE PISCATAWAY NJ 08854 Eduardo F Palacio Director & President IEEE-USA 10.0 0.0 X X 0 0 0 Forrest D Wright Director & Secretary 10.0 0.0 X X 0 0 0 Jill I Gostin Director & Vice President, Member and Geographic Activities 10.0 0.0 X X 0 0 0 John P Verboncoeur Director & Vice President, Technical Activities 10.0 0.0 X X 0 0 0 Mary Ellen Randall Director & Treasurer 10.0 0.0 X X 0 0 0 Rabab Ward Director & Vice President, Educational Activities 10.0 0.0 X X 0 0 0 Saifur Rahman IEEE President and CEO 10.0 0.0 X X 3500 0 0 Sergio Benedetto Director & Vice President, Publication Services and Products 10.0 0.0 X X 0 0 0 Thomas M Coughlin IEEE President-Elect 10.0 0.0 X X 0 0 0 Ali H Sayed Director & Delegate, Division IX 5.0 0.0 X 1000 0 0 Alistair P Duffy Director & Delegate, Division IV 5.0 0.0 X 0 0 0 Andrew D Lowery Director & Delegate, Region 2 5.0 0.0 X 0 0 0 Bob G Becnel Director & Delegate, Region 5 5.0 0.0 X 0 0 0 Cecilia Metra Director & Delegate, Division V 5.0 0.0 X 0 0 0 ChunChe Fung Director & Delegate, Region 10 5.0 0.0 X 0 0 0 Claudio Caizares Director & Delegate, Division VII 5.0 0.0 X 0 0 0 Enrique A Tejera Director & Delegate, Region 9 5.0 0.0 X 0 0 0 Franco Maloberti Director & Delegate, Division I 5.0 0.0 X 0 0 0 Greg T Gdowski Director & Delegate, Region 1 5.0 0.0 X 0 0 0 James E Matthews III Director & President, Standards Association 10.0 0.0 X 0 0 0 Jenifer Castillo Rodriguez Director & Delegate, Region 9 5.0 0.0 X 0 0 0 K J Ray Liu IEEE Past President 10.0 0.0 X 0 0 0 Kamal Al-Haddad Director & Delegate, Division VI 5.0 0.0 X 0 0 0 Kathy Hayashi Director & Delegate, Region 6 5.0 0.0 X 0 0 0 Kevin L Peterson Director & Delegate, Division II 5.0 0.0 X 0 0 0 Khaled Ben Letaief Director & Delegate, Division III 5.0 0.0 X 0 0 0 Leila De Floriani Director & Delegate, Division VIII 5.0 0.0 X 0 0 0 Robert L Anderson Director & Delegate, Region 7 5.0 0.0 X 0 0 0 Stephanie M White Director & Delegate, Division X 5.0 0.0 X 0 0 0 Theresa A Brunasso Director & Delegate, Region 3 5.0 0.0 X 0 0 0 Vickie A Ozburn Director & Delegate, Region 4 5.0 0.0 X 0 0 0 Vincenzo Piuri Director & Delegate, Region 8 5.0 0.0 X 0 0 0 Yu Yuan Director & President, Standards Association 10.0 0.0 X 0 0 0 SOPHIA A MUIRHEAD Assistant Secretary & Executive Director 40.0 1.0 X 770958 0 225813 THOMAS SIEGERT Assistant Treasurer, Staff Executive & CFO 40.0 1.0 X 567622 0 55191 CECELIA JANKOWSKI Managing Director Member & Geounit Activities 40.0 0.0 X 437247 0 48072 CHERIF AMIRAT Chief Information Officer 40.0 0.0 X 283567 0 49832 KAREN HAWKINS Chief Marketing Officer 40.0 0.0 X 441913 0 61083 MARY WARD-CALLAN Managing Director Tech Activities 40.0 0.0 X 607555 0 61815 PRISCILLA AMALRAJ Interim Chief Information Officer 40.0 0.0 X 399420 0 57518 STEVEN HEFFNER Managing Director Publications 40.0 0.0 X 424353 0 44319 DONNA HOURICAN Staff Executive, Corporate Activities 40.0 0.0 X 470289 0 43500 EMILY CSERNICA Director North American Sales 40.0 0.0 X 472895 0 49210 FRANCIS STAPLES Sr Director Global Sales & Customer Operations 40.0 0.0 X 519887 0 55458 KONSTANTINOS KARACHALIOS Managing Director of IEEE Standards 40.0 0.0 X 731056 0 43500 PAUL CANNING Director International Sales 40.0 0.0 X 487213 0 55416 STEPHEN WELBY Former Asst. 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Schedule D, Part V, Line 4 Intended uses of endowment funds The Institute does not record or maintain endowment or quasi-endowment funds. Any endowment activity reported on Schedule D, Part V of the Institute's Form 990 is solely related to funds maintained by the IEEE Foundation, an organization related to, but not controlled by, the Institute. Endowment and quasi-endowment funds held by the IEEE Foundation are used to support various program initiatives of the Institute. The IEEE Foundation maintains approximately 275 donor designated funds that support a variety of educational, humanitarian, historical preservation, and peer recognition programs of the Institute, as well as supporting new and innovative projects furthering the Institute's mission to foster technological innovation and excellence for the benefit of humanity. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Institute is qualified under Section 501(c)(3) of the Internal Revenue Code ("Code") as an organization exempt from federal income tax and applicable state income tax and is classified as a publicly supported charitable organization under Section 509(a)(2) of the Code. Nevertheless, the Institute is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. The Institute follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This section provides that the tax effects from an uncertain tax position can be recognized in the financial statements only if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. As of December 31, 2023, and 2022, management has determined that there are no significant uncertain tax positions that would require recognition or disclosure in the accompanying consolidated financial statements. 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The awards administered by the Awards Board and its committees are approved by the Board of Directors. The Board of Directors has delegated approval authority, in accordance with the established policies and procedures, to those major boards having chartered Awards and Recognition Committees. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND; SOUTH ASIA-Other:IEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis. Schedule F, Part III Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN - EAST ASIA AND THE PACIFIC - EUROPE (INCLUDING ICELAND AND GREENLAND) - MIDDLE EAST AND NORTH AFRICA - NORTH AMERICA (CANADA & MEXICO ONLY) - RUSSIA AND NEIGHBORING STATES - SOUTH AMERICA - SOUTH ASIA - SUB-SAHARAN AFRICA -Other:IEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis. true IEEE Foundation Inc 445 Hoes Lane Piscataway NJ 08854 231710664 501(c)(3) 3294765 0 Not Applicable Not Applicable IEEE Achievement Award AACC 185 STEVENS WAY SEATTLE WA 98195 116017940 501(c)(3) 15000 0 Not Applicable Not Applicable Engineering Development University of Notre Dame 220 Main Building Notre Dame IN 46556 350868188 501(c)(3) 5122 0 Not Applicable Not Applicable Engineering Development ACARE 2200 Cmlth Blvd Ann Arbor MI 48105 822441682 501(c)(3) 24815 0 Not Applicable Not Applicable Engineering Development AIChE 120 Wall Street New York NY 10005 131623892 501(c)(3) 7400 0 Not Applicable Not Applicable IEEE Fellowship Arizona State University 1151 S Forest Ave Tempe AZ 85287 860196696 State Gov't 10000 0 Not Applicable Not Applicable Engineering Development University of Nebraska 6001 Dodge St Omaha NE 68182 470049123 501(c)(3) 12000 0 Not Applicable Not Applicable IEEE Fellowship Ohio University 1 Ohio University Athens OH 45701 316402113 State Gov't 10000 0 Not Applicable Not Applicable IEEE Achievement Award Santa Clara University 500 El Camino Real SANTA CLARA CA 95053 941156617 501(c)(3) 10000 0 Not Applicable Not Applicable Engineering Development University of Texas at Austin 2515 Speedway Austin TX 78712 746000203 State Gov't 25000 0 Not Applicable Not Applicable Engineering Development Colorado State University 900 Oval Dr FORT COLLINS CO 80523 846000545 State Gov't 8092 0 Not Applicable Not Applicable Engineering Development University of Tennessee 400 W Summit Hill Dr Knoxville TN 37996 626001636 State Gov't 5800 0 Not Applicable Not Applicable Engineering Development University of Utah 201 Presidents Cir Salt Lake City UT 84112 876000525 State Gov't 15000 0 Not Applicable Not Applicable Engineering Development University of Houston 4131 11th Ave NE 406 Houston TX 77204 746001399 State Gov't 25000 0 Not Applicable Not Applicable Engineering Development University of CA - Davis 1 Shields Ave DAVIS CA 95616 946036494 State Gov't 22500 0 Not Applicable Not Applicable Engineering Development Western New England University 1215 Wilbraham Rd Springfield MA 01119 042108376 501(c)(3) 12873 0 Not Applicable Not Applicable IEEE Fellowship DeVry University Inc 4225 Naperville Rd Lisle IL 60532 362781982 10000 0 Not Applicable Not Applicable ENGINEERING DEVELOPMENT 16 1 ENGINEERING ACHIEVEMENT AWARD 74 1650328 0 Not Applicable Not Applicable ENGINEERING DEVELOPMENT 424 487195 0 Not Applicable Not Applicable ENGINEERING FELLOWSHIP 39 429165 0 Not Applicable Not Applicable ENGINEERING SCHOLARSHIP 5 2675 0 Not Applicable Not Applicable Schedule I, Part IV Schedule I, Parts I, II and III IEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. IEEE, through its Awards Board, establishes policies and procedures to provide for the orderly development and implementation of awards, scholarships, and recognition programs. The awards administered by the Awards Board and its committees are approved by the Board of Directors. The Board of Directors has delegated approval authority, in accordance with the established policies and procedures, to those major boards having chartered Awards and Recognition Committees. X true true X X X X X false true false true false false false true false STEPHEN WELBY Former Asst. Sec. & Exec. Dir. 0 0 180025 0 583938 0 43500 0 0 0 807463 0 461725 0 SOPHIA A MUIRHEAD Assistant Secretary & Executive Director 637933 0 97746 0 35279 0 207750 0 18063 0 996771 0 0 0 THOMAS SIEGERT Assistant Treasurer, Staff Executive & CFO 463584 0 82547 0 21491 0 43500 0 11691 0 622813 0 0 0 MARY WARD-CALLAN Managing Director Tech Activities 449669 0 104305 0 53581 0 43500 0 18315 0 669370 0 0 0 KAREN HAWKINS Chief Marketing Officer 348815 0 60714 0 32384 0 43500 0 17583 0 502996 0 0 0 CECELIA JANKOWSKI Managing Director Member & Geounit Activities 354401 0 55210 0 27636 0 43500 0 4572 0 485319 0 0 0 STEVEN HEFFNER Managing Director Publications 366283 0 58070 0 0 0 41749 0 2570 0 468672 0 0 0 PRISCILLA AMALRAJ Interim Chief Information Officer 267563 0 83240 0 48617 0 43500 0 14018 0 456938 0 0 0 CHERIF AMIRAT Chief Information Officer 199668 0 42630 0 41269 0 43500 0 6332 0 333399 0 0 0 KONSTANTINOS KARACHALIOS Managing Director of IEEE Standards 460613 0 156806 0 113637 0 43500 0 0 0 774556 0 0 0 FRANCIS STAPLES Sr Director Global Sales & Customer Operations 223230 0 245708 0 50949 0 43500 0 11958 0 575345 0 0 0 PAUL CANNING Director International Sales 166725 0 271155 0 49333 0 43500 0 11916 0 542629 0 0 0 EMILY CSERNICA Director North American Sales 134511 0 315884 0 22500 0 43500 0 5710 0 522105 0 0 0 DONNA HOURICAN Staff Executive, Corporate Activities 372303 0 80730 0 17256 0 43500 0 0 0 513789 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use The IEEE Executive Director received an allowance for rental expenses in 2023, which was treated as taxable compensation. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The IEEE Board of Directors engaged an independent compensation consultant to provide IEEE with market comparability data and a reasonableness recommendation with respect to compensation paid to disqualified persons as defined under Section 4958 of the Internal Revenue Code of 1986, to enable IEEE to establish a rebuttable presumption of reasonableness under Section 4958. A committee consisting of the IEEE President, the IEEE Past President, and the IEEE President-Elect (the Executive Performance and Compensation Committee or EPCC), advised by external legal counsel, is charged with evaluating the total compensation package of the IEEE Executive Director, who serves as the Chief Operations Officer ("ED & COO"), and a committee of Independent Board members and non-board members (the IEEE Employee Benefits & Compensation Committee or EBCC), advised by external legal counsel, is charged with evaluating the total compensation package of the other selected executives and staff, excluding the IEEE ED & COO. The independent Compensation Consultant provided these Committees with market data from published sources for comparable positions from both tax-exempt and for-profit organizations. The assessment was conducted at the total rewards level and included all compensation components. For the EPCC review of the Executive Director, external market comparisons were based on two primary sources of data, weighted equally: (1) Form 990 filings for a group of peer organizations identified by independent Compensation Consultant based on various criteria and (2) Published surveys, focusing on comparable entities. The following screening criteria were used to identify and select comparable organizations: (1) NTEE code: (a) general science institutions (b) Engineering and Technology Services (c) Professional Society, and (d) Research institutions. (2) Income and assets. (3) Employee Size. Once organizations were screened using these criteria, the following information was collected: (a) whether the organization has international presence, (b) whether they are a standard-setting organization; (c) whether they have a significant publishing activity; and (d) the extent of its focus on contract research. The EBCC relies on survey data and does not consider Form 990 filings as part of their methodology and review. The two Committees review individual and market data as part of their process to determine appropriate compensation. The two Committees debate and document their decisions about what is reasonable and their decision-making processes. The independent Compensation Consultant provided a "presumption of reasonable compensation" opinion letter for the IEEE files, documenting its analysis and recommendations regarding market reasonableness. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Sophia A. Muirhead, IEEE Executive Director, is the only participant in a nonqualified, unfunded, deferred compensation plan under section 457(f) of the IRS code as of January 1, 2023. The non-vested portion of Ms. Muirhead's deferred compensation of $164,250 (contribution accrual) is reported in Schedule J, Part II, Column C. Stephen Welby, Former IEEE Executive Director, was the only participant in a nonqualified, unfunded, deferred compensation plan under section 457(f) of the IRS code through December 31, 2022. Mr. Welby vested and received previously deferred compensation of $461,725 which is reported in Schedule J, Part II, Column B. As this amount was previously reported on a prior year Form 990 as deferred compensation, this amount is also reported in Schedule J, Part II, Column F, previously reported deferred compensation. Mr. Welby received a final payment of $491,352 from the 457(f) plan in 2023. Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization IEEE offers commission payments to selected employees who work in the sales capacity including individuals listed on Form 990, Part VII, Section A, Line 1a. Commissions are based on predetermined sales goals and performance criteria as defined in the sales commission plan for the plan year. Commissioned employees typically receive a copy of the plan at the beginning of the plan year. Employees eligible to earn commissions are not eligible for incentive bonuses under the incentive bonus plan. Schedule J, Part I, Line 7 Non-fixed payments IEEE maintains an incentive compensation program that include opportunities to earn incentive compensation that will be paid when the individual meets established performance goals. Awards are based on market data and are based on the individual's overall performance rating. Incentive compensation for each executive is reviewed and approved by either the independent IEEE Compensation Committees or the IEEE Board of Directors. T Callan Family Member 91616 Employment false L Amirat Family Member 22362 Employment false Conference Catalysts LLC Family Member 2632728 Business false Schedule L, Part IV, Column (b) T. Callan Family Member of Current Key Employee Mary Ward-Callan. Schedule L, Part IV, Column (b) L. Amirat Family Member of Current Key Employee Cherif Amirat. Schedule L, Part IV, Column (b) Conference Catalysts LLC Company is 100% owned by a Family Member of Former Director, Ruth Dyer. Form 990, Part III, Line 4d Description of other program services (Expenses $ 49,430,967 including grants of $)(Revenue $ 46,042,991) STANDARDS: The IEEE Standards Association approved 188 new standards in 2023 for publication addressing biases, safety, privacy, transparency, and corporate governance to help ensure scientific integrity for the public. IEEE continued to grow its collection of standards geared towards sustainability, climate change, and overall social responsibility solutions: A) IEEE 1547, Series of standards covering the interconnection of distributed energy resources with electric power systems B) IEEE 1680.1, Standard for Environmental and Social Responsibility Assessment of Computers and Displays C) IEEE 1801, Standard for Design and Verification of Low-Power, Energy-Aware Electronic Systems D) IEEE 1888, Standard for Ubiquitous Green Community Control Network Protocol E) IEEE P2030.5, Standard for Smart Energy Profile Application Protocol F) IEEE P7802, Standard for Measurement and Verification of Reduction of Greenhouse Gases for Climate Action Projects and Solutions. G) IEEE 2089, Standard for Age Appropriate Digital Services IEEE makes selected Standards available free of charge through the IEEE GET Program, which aims to expand the global reach of technical knowledge developed by industry, accelerate adoption of IEEE standards, contribute to an open knowledge community, promulgate open information exchange to foster innovation, and connect IEEE with the development of world-changing technologies for the benefit of humanity. In 2023, IEEE introduced the GET Program for AI Ethics and Governance Standards, to expand free access to standards in artificial intelligence, ethics, and governance that provide guidance and considerations towards trustworthy AI. Form 990, Part VI, Line 4 Significant changes to organizational documents IEEE bylaws were amended to (i) clarify that in the case of a tie, the Board of Directors shall choose between nominees, except in the case of the IEEE President-Elect, which shall be chosen by the IEEE Assembly, and (ii) clarify the minimum signatures required to qualify as a petition candidate. Form 990, Part VI, Line 6 Classes of members or stockholders IEEE has a total of 460,709 members in over 190 countries around the world. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Voting members of IEEE elect the directors of IEEE. Voting members are those members of Member grade or above, including Graduate Student Members, as defined in the bylaws. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Amendments to the Constitution are subject to approval by the voting members of the organization. Voting members are those members of Member grade or above, including Graduate Student Members, as defined in the bylaws. Form 990, Part VI, Line 11b Review of form 990 by governing body IEEE has an extensive review process that is completed before the Form 990 is filed with the IRS. The return is first reviewed by the Executive Director, Past President, Treasurer, Past Treasurer, and the CFO/Assistant Treasurer, before being presented to the Audit Committee, which consists of members of the IEEE Board of Directors. The return is posted to the IEEE Board of Directors secure portal for board members to review prior to filing with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy IEEE requires that officers and directors submit conflict of interest disclosure forms which are reviewed for potential conflict of interest. All IEEE employees are required to complete conflicts of interest training and those with authority to make financial expenditures are required to submit a disclosure form. An officer or director who does not complete the required conflict of interest disclosure form is removed from service on the committee or board. Form 990, Part VI, Line 15a Process to establish compensation of top management official The IEEE Board of Directors engaged an independent compensation consultant to provide IEEE with market comparability data and a reasonableness recommendation with respect to compensation paid to disqualified persons as defined under Section 4958 of the Internal Revenue Code of 1986, to enable IEEE to establish a rebuttable presumption of reasonableness under Section 4958. A committee consisting of the IEEE President, the IEEE Past President, and the IEEE President-Elect (the Executive Performance and Compensation Committee or EPCC), advised by external legal counsel, is charged with evaluating the total compensation package of the IEEE Executive Director, who serves as the Chief Operations Officer ("ED & COO"), and a committee of Independent Board members and non-board members (the IEEE Employee Benefits & Compensation Committee or EBCC), advised by external legal counsel, is charged with evaluating the total compensation package of other officers and key employees, including the Chief Financial Officer, Staff Executive, Managing Directors, Chief Information Officer, Chief Marketing Officer, General Counsel and Chief Compliance Officer. The independent Compensation Consultant provided these Committees with market data from published sources for comparable positions from both tax-exempt and for-profit organizations. The assessment was conducted at the total rewards level and included all compensation components. For the EPCC review of the Executive Director, external market comparisons were based on two primary sources of data, weighted equally: (1) Form 990 filings for a group of peer organizations identified by independent Compensation Consultant based on various criteria and (2) Published surveys; scope cuts including industry, FTEs and revenue were selected that represented organizations comparable to IEEE. The following screening criteria were used to identify and select comparable organizations: (1) NTEE code: (a) general science institutions, (b) Engineering and Technology Services, (c) Professional Society, and (d) Research institutions; (2) Income and assets; and (3) Employee Size. Once organizations were screened using these criteria, the following information was collected: (i) whether the organization has international presence, (ii) whether they are a standard-setting organization; (iii) whether they have a significant publishing activity; and (iv) the extent of its focus on contract research. The EBCC relies on survey data and does not consider form 990 data as part of their methodology and review. The two Committees review individual and market data and debate and document their decisions about what is reasonable and the decision-making processes. The independent Compensation Consultant provided a "presumption of reasonable compensation" opinion letter for the IEEE files. Form 990, Part VI, Line 15b Process to establish compensation of other employees See Part VI, Line 15a Form 990, Part VI, Line 19 Required documents available to the public The IEEE Governing documents, conflict of interest policy, and financial statements are available on the IEEE website and to the public upon request. Form 990, Part IX, Line 11g Other Fees Consultants (Programs, G&A) - Total Expense: 22283093, Program Service Expense: 21350652, Management and General Expenses: 845800, Fundraising Expenses: 86641; Consultants (Programs, Events) - Total Expense: 5248376, Program Service Expense: 5223166, Management and General Expenses: 772, Fundraising Expenses: 24438; Management Services - Total Expense: 9792351, Program Service Expense: 9792351, Management and General Expenses: , Fundraising Expenses: ; Temporary Agency Personnel - Total Expense: 13096461, Program Service Expense: 13020569, Management and General Expenses: 67677, Fundraising Expenses: 8215; Intercompany Services Expense - Total Expense: 8722805, Program Service Expense: 8722805, Management and General Expenses: , Fundraising Expenses: ; Recruitment Services - Total Expense: 879623, Program Service Expense: 840527, Management and General Expenses: 39096, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances PENSION ADJUSTMENT - 3251502; IEEE BROADCAST TECHNOLOGY CONVENTION LLC - 445 HOES LANE PISCATAWAY NJ 08854 NON-PROFIT ACTIVITIES SCIENTIFIC & EDUCATIONAL DE 0 596466 INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC (IEEE) IEEE INTERNATIONAL LLC 445 HOES LANE PISCATAWAY NJ 08854 450570011 NON-PROFIT ACTIVITIES SCIENTIFIC & EDUCATIONAL DE 0 1068710 IEEE IEEE GLOBAL LLC 445 HOES LANE PISCATAWAY NJ 08854 NON-PROFIT ACTIVITIES SCIENTIFIC & EDUCATIONA DE 0 0 IEEE IEEE FOUNDATION INC 445 HOES LANE PISCATAWAY NJ 08854 237310664 FUNDRAISING NY 501(c)(3) 7 NA false IEEE ASIA-PACIFIC LIMITED SCIENTIFIC & EDUCATIONAL SN 501(c)(3) IEEE true GLOBAL IEEE INSTITUTE FOR ENGINEERS INDIA SCIENTIFIC & EDUCATIONAL IN 501(c)(3) IEEE ASIA-PACIFIC LIMITED true IEEE TECHNOLOGY CENTRE GMBH SCIENTIFIC & EDUCATIONAL AU 501(c)(3) IEEE true IEEE WORLDWIDE LIMITED 445 HOES LANE PISCATAWAY NJ 08854 463332937 NON-PROFIT ACTIVITIES - SCIENTIFIC & EDUCATIONAL NY 501(c)(3) Type I IEEE true IEEE INC 445 HOES LANE PISCATAWAY NJ 08854 208766830 SUPPORT SERVICES DE IEEE C Corporation 1823735 1902031 1 true IEEE EUROPE GMBH SUPPORT SERVICES SZ IEEE C Corporation 0 0 1 true INSTITUTE OF ELECTRICAL AND ELECTRONICS SUPPORT SERVICES UY IEEE C Corporation 0 0 1 true false true true false false false false false false true false true true true true true true true true GLOBAL IEEE INSTITUTE FOR ENGINEERS INDIA M 2812545 ACCRUAL IEEE ASIA-PACIFIC LIMITED M 1751622 ACCRUAL IEEE TECHNOLOGY CENTRE GMBH P 1837381 ACCRUAL IEEE WORLDWIDE LIMITED R 114129 ACCRUAL IEEE INC M 1743344 ACCRUAL