INTERNATIONAL SOCIETY OF AUTOMATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL SOCIETY OF AUTOMATION (EIN 25-0921042)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349312599
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:44:08-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4601 SIX FORKS ROAD SUITE 350 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250921042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL SOCIETY OF AUTOMATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 9195498411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12277 | AddressLine1Txt |
| City | RESEARCH TRIANGLE PARK | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAIRE FALLON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9195498411 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLAIRE | PersonFirstNm |
| Person Last | FALLON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN SULLIVAN | PreparerPersonNm |
| PTIN | P01215677 | PTIN |
| Phone | 9197813581 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLAIRE FALLON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12277 | AddressLine1Txt |
| City | RESEARCH TRIANGLE PARK | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,728,752 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 8522 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ISA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | ADVANCE TECHNICAL COMPETENCE BY CONNECTING THE AUTOMATION COMMUNITY TO ACHIEVE OPERATIONAL EXCELLENCE. TO ENABLE OUR MEMBERS, INCLUDING WORLD-WIDE SUBJECT MATTER EXPERTS, AUTOMATION SUPPLIERS, AND END-USERS, TO WORK TOGETHER TO DEVELOP AND DELIVER THE HIGHEST QUALITY, UNBIASED AUTOMATION INFORMATION, INCLUDING STANDARDS, ACCESS TO TECHNICAL INFORMATION, PROFESSIONAL DEVELOPMENT RESOURCES, AND OPPORTUNITIES TO NETWORK WITH OTHER AUTOMATION PROFESSIONALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 66 | TotalEmployeeCnt |
| Total Volunteers | 1700 | TotalVolunteersCnt |
| Total Gross UBI | $381,620 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $43,512 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,399,217 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,938,451 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,286,810 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,350,614 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,597,191 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,075,758 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,130,472 | PYOtherRevenueAmt |
| CY Other Revenue | $1,893,249 | CYOtherRevenueAmt |
| PY Total Revenue | $13,413,690 | PYTotalRevenueAmt |
| CY Total Revenue | $20,258,072 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $76,650 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $159,275 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,359,352 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,657,240 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,228,032 | PYOtherExpensesAmt |
| CY Other Expenses | $6,226,330 | CYOtherExpensesAmt |
| PY Total Expenses | $11,664,034 | PYTotalExpensesAmt |
| CY Total Expenses | $12,042,845 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,749,656 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,215,227 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,805,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,395,753 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,547,009 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,631,195 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,258,697 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,764,558 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INTERNATIONAL SOCIETY OF AUTOMATION (WWW.ISA.ORG) IS A NONPROFIT PROFESSIONAL ASSOCIATION THAT SETS THE STANDARD FOR THOSE WHO APPLY ENGINEERING AND TECHNOLOGY TO IMPROVE THE MANAGEMENT, SAFETY, AND CYBERSECURITY OF MODERN AUTOMATION AND CONTROL SYSTEMS USED ACROSS INDUSTRY AND CRITICAL INFRASTRUCTURE. FOUNDED IN 1945, ISA DEVELOPS WIDELY USED GLOBAL STANDARDS; CERTIFIES INDUSTRY PROFESSIONALS; PROVIDES EDUCATION AND TRAINING; PUBLISHES BOOKS AND TECHNICAL ARTICLES; HOSTS CONFERENCES AND EXHIBITS; AND PROVIDES NETWORKING AND CAREER DEVELOPMENT PROGRAMS FOR ITS 11,000 MEMBERS AND 400,000 CUSTOMERS AROUND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,901,454 | ExpenseAmt |
| Revenue | $4,040,030 | RevenueAmt |
| Desc | TRAINING SERVICES AND CERTIFICATIONS: THE SOCIETY OFFERS A BROAD RANGE OF TRAINING TOPICS FROM FOUNDATIONAL KNOWLEDGE TO ADVANCED CONCEPTS TO COMPANIES AND INDIVIDUALS INVOLVED IN AUTOMATION. TRAINING IS OFFERED AT THE SOCIETY'S HEADQUARTERS FACILITY, AT SITES THROUGHOUT THE WORLD, AT CUSTOMER LOCATIONS, AND THROUGH DISTANCE LEARNING PROGRAMS. THE SOCIETY MAINTAINS TWO PROFESSIONAL CERTIFICATION PROGRAMS, CERTIFIED CONTROL SYSTEM TECHNICIAN (CCST) AND CERTIFIED AUTOMATION PROFESSIONAL (CAP), BOTH WITH TRAINING AND TESTING OFFERINGS. THE SOCIETY DERIVES REVENUE BY CHARGING TRAINING AND CERTIFICATION PARTICIPANTS REGISTRATION AND RENEWAL FEES TO OFFSET THE COST OF THE PROGRAMS. A DIRECTORY OF CERTIFIED INDIVIDUALS IS AVAILABLE ON THE ISA.ORG WEBSITE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,094,038 | ExpenseAmt |
| Revenue | $1,571,223 | RevenueAmt |
| Desc | TRADE MEDIA (ACOM): THE SOCIETY PRODUCES DIGITAL MEDIA AND ADVERTISING TO ASSIST AUTOMATION PROFESSIONALS TO IMPROVE THEIR FACTORIES AND PROCESSES, SOLVE PROBLEMS, AND IMPROVE PRODUCTION EFFICIENCIES BY PROVIDING THE MOST CURRENT INDUSTRY NEWS, INFORMATION, AND RESOURCES. THE TRADE MEDIA PROGRAM WAS ADDED WITH THE ACQUISITION OF AUTOMATION.COM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,015,639 | ExpenseAmt |
| Grant | $159,275 | GrantAmt |
| Revenue | $151,722 | RevenueAmt |
| Desc | MEMBER SERVICES: MEMBER SERVICES INCLUDE ALL EFFORTS TO PROVIDE AND SUPPORT MEMBER BENEFITS AND THE ADMINISTRATION OF LEADERSHIP STRUCTURE OF THE SOCIETY. THIS PROGRAM INCLUDES DUES REVENUE FOR SOCIETY MEMBERSHIP AND DUES REVENUE FOR MEMBERSHIP IN DIVISIONS THAT SPECIALIZE IN SPECIFIC TECHNICAL INTEREST AREAS OF AUTOMATION (DUES REVENUE SHOWN ON PART VIII, LINE 1B). ADDITIONAL REVENUE IS ORIGINATED FROM ROYALTIES AND THE SALE OF LOGO MERCHANDISE. ALL EXPENSES RELATED TO THE SOCIETY GOVERNANCE, SUPPORT OF LOCAL SECTIONS, ADMINISTRATIVE MEETINGS, AND THE SUPPORT OF VOLUNTEER EFFORTS IS INCLUDED IN THIS PROGRAM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $519,338 | $403,401 | JOURNALS (INTECH): PUBLICATIONS BY THE SOCIETY INCLUDE INTECH, THE SOCIETY'S BI-MONTHLY FLAGSHIP MAGAZINE, AND THE ONLINE ISA DIRECTORY OF AUTOMATION. ISA PRIMARILY DERIVES REVENUE BY SELLING ADVERTISING, SUBSCRIPTIONS, RENTING MAILING LISTS, AND ROYALTIES FOR LISTING MANUFACTURERS AND REPRESENTATIVES. |
| $462,433 | $315,626 | BOOKS AND PROCEEDINGS (TECHNICAL PUBLICATIONS): THE SOCIETY PUBLISHES AND SELLS BOOKS FOR THE AUTOMATION FIELD. THE SOCIETY ALSO PUBLISHES AND SELLS PROCEEDINGS FOR CONFERENCES AND EVENTS CONDUCTED BY THE SOCIETY AND PEER REVIEWED TECHNICAL JOURNAL. |
| $715,067 | $357,896 | CONFERENCES AND EVENTS: THE SOCIETY CONDUCTS SEVERAL CONFERENCES AND EVENTS RELATED TO THE FIELD OF AUTOMATION THROUGHOUT THE YEAR. THESE CONFERENCES OCCUR AROUND THE WORLD BUT IN 2021 WERE HELD VIRTUALLY DUE TO THE COVID-19 PANDEMIC. THE SOCIETY DERIVES REVENUE FROM EVENTS AND CONFERENCES THROUGH ATTENDEE REGISTRATION, EXHIBITORS, AND SPONSORSHIPS. |
| $429,170 | $221,672 | STANDARDS: THE SOCIETY, THROUGH BROAD INDUSTRY PARTICIPATION, DEVELOPS AND DISSEMINATES STANDARDS ON AN EXPANDING RANGE OF AUTOMATION TOPICS WHICH FACILITATE CONSISTENCY AND INTEROPERABILITY WITH INDUSTRIAL CONTROL SYSTEMS. THE SOCIETY PROVIDES THESE STANDARDS TO MEMBERS UPON REQUEST AND SELLS SUBSCRIPTIONS WHICH PERMITS ACCESS TO THE STANDARDS TEXT THROUGH RESELLERS. |
| $75,445 | BUSINESS DEVELOPMENT: THE SOCIETY'S STRATEGIC PLANNING PROCESS IDENTIFIES AREAS OF FOCUS FOR ORGANIZATIONAL GROWTH BASED UPON INDUSTRY AND MEMBER TRENDS. RECENTLY, CYBERSECURITY, EVENTS, AND PARTNERSHIPS WERE IDENTIFIED AS AREAS FOR GROWTH AND STRATEGIC OPPORTUNITIES. AS A RESULT, THE SOCIETY HAS FOCUSED ITS RESOURCES IN DEVELOPING MARKETS FOR BOTH EXISTING AND NEW PRODUCT LINES WHICH SUPPORT THESE INITIATIVES. | |
| $968,566 | $1,494,071 | GLOBAL CYBERSECURITY ALLIANCE: THE GCA IS A COLLABORATIVE FORUM TO ADVANCE CYBERSECURITY AWARENESS, EDUCATION, READINESS, AND KNOWLEDGE SHARING. MEMBERSHIP IS OPEN TO ANY ORGANIZATION INVOLVED IN INDUSTRIAL CYBERSECURITY. INITIATIVES INCLUDE EXPANDING THE DEVELOPMENT AND USE OF INDUSTRY STANDARDS, CREATING EDUCATION PROGRAMS, ADVOCATING FOR AWARENESS, AND SENSIBLE APPROACHES WITH WORLD GOVERNMENTS AND REGULATORY BODIES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,170,019 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,792,666 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,181,150 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 110 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 66 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | NL | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT PYTELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9195498411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3252 S MIAMI BLVD 102 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27703 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARY RAMSEY | |||||||||
| EXECUTIVE DIRECTOR (THRU OCT 2021) | 40.00 | 2.00 | Yes (X) | Yes (X) | $350,520 | $0 | $36,849 | ||
| STEVE MUSTARD | |||||||||
| PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CARLOS MANDOLESI | |||||||||
| PRESIDENT-ELECT SECRETARY | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ERIC COSMAN | |||||||||
| PAST PRESIDENT | 5.00 | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SCOTT REYNOLDS | |||||||||
| TREASURER | 5.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK ARKELL | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DON BARTUSIAK | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN BELTEAU | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTY BINCE | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM GARRISON | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAUDIO MAKAROVSKY | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RAJESH RATHI | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANA RODRIGUEZ | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBASHIS SADHUKHAN | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PRABHU SOUNDARRAJAN | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J PARSONS | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ASHLEY WECKWERTH | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MAURICE WILKINS | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARI WORTHINGTON | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY FRAGNITO | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $182,441 | $0 | $55,095 | |||
| CLAIRE FALLON | |||||||||
| EXECUTIVE DIRECTOR (BEG NOV 2021) | 40.00 | 7.00 | Yes (X) | $56,704 | $0 | $1,118 | |||
| RICK ZABEL | |||||||||
| MANAGING DIRECTOR AND PUBLISHER | 40.00 | 0.00 | $199,325 | $0 | $21,535 | Yes (X) | |||
| GERI MCGRATH | |||||||||
| DIRECTOR, GLOBAL EDUCATION & OUTREACH | 40.00 | 0.00 | $160,762 | $0 | $12,205 | Yes (X) | |||
| DALTON WILSON | |||||||||
| DIRECTOR OF EDUCATION | 40.00 | 0.00 | $127,824 | $0 | $31,813 | Yes (X) | |||
| WILLIAM FURLOW | |||||||||
| DIRECTOR OF BUSINESS DEVELOPMENT | 40.00 | 0.00 | $147,977 | $0 | $51,116 | Yes (X) | |||
| CHRISTOPHER NELSON | |||||||||
| ACCOUNT EXECUTIVE | 40.00 | 0.00 | $119,045 | $0 | $27,093 | Yes (X) | |||
| ANDRE RISTAINO | |||||||||
| MANAGING DIRECTOR, GLOBAL ALLIANCES | 40.00 | 10.00 | $139,973 | $0 | $43,296 | Yes (X) | |||
| MATTHEW ROTHKOPF | |||||||||
| MANAGER, LEARNING CONSULTATION | 40.00 | 0.00 | $108,545 | $0 | $27,049 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,593,116 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $307,169 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BUSINESS RISK MANAGEMENT CONSULTING | |||||
| 620 SELLERS AVE | BRENTWOOD | CA | 94513 | CONSULTING | $229,960 |
| FUSIONSPAN | |||||
| 12300 TWINBROOK PARKWAY | ROCKVILLE | MD | 20852 | INFORMATION TECHNOLOGY | $212,685 |
| BLUEMODUS | |||||
| 1641 CALIFORNIA STREET | DENVER | CO | 80202 | INFORMATION TECHNOLOGY | $157,604 |
| FONTEVA | |||||
| 3033 WILSON BLVD | ARLINGTON | VA | 22201 | INFORMATION TECHNOLOGY | $156,342 |
| VFAIRS INC | |||||
| 1510 RANDOLPH STREET | CARROLTON | TX | 75006 | EVENT REGISTRATION SERVICES | $155,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,007,794 | MembershipDuesAmt |
| Government Grants | $916,750 | GovernmentGrantsAmt |
| All Other Contributions | $13,907 | AllOtherContributionsAmt |
| Total Contributions | $1,938,451 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| REGISTRATION FEES | 561499 | $4,476,528 | $4,094,908 | $381,620 |
| SPONSORSHIPS | 561499 | $1,802,263 | $1,802,263 | |
| TRADE MEDIA | 561499 | $1,571,223 | $1,571,223 | |
| ADVERTISING | 541800 | $392,672 | $392,672 | |
| EXHIBITS | 561499 | $45,275 | $45,275 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,653 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $62,653 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,350,614 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $414,832 | TotalRevenueColumnAmt |
| Exclusion | $414,832 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,256,245 | TotalRevenueColumnAmt |
| Exclusion | $1,256,245 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,591,337 | SecuritiesAmt |
| Other | $7,346,970 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $2,277,381 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,591,337 | SecuritiesAmt |
| Other | $5,069,589 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,660,926 | TotalRevenueColumnAmt |
| Exclusion | $7,660,926 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $626,368 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $193,299 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $433,069 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $433,069 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSED EXPENSES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $144,147 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $144,147 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,788 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,431 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $50,357 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $203,935 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,258,072 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,555,641 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $381,620 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,382,360 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $6,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,000 | TotalAmt |
| Program Services | $101,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,275 | TotalAmt |
| Program Services | $52,275 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,064,639 | TotalAmt |
| Program Services | $1,064,639 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,259,442 | TotalAmt |
| Program Services | $2,071,736 | ProgramServicesAmt |
| Management And General | $1,187,706 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333,159 | TotalAmt |
| Program Services | $954,669 | ProgramServicesAmt |
| Management And General | $378,490 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,595 | TotalAmt |
| Management And General | $42,595 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,189 | TotalAmt |
| Management And General | $53,189 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,326,268 | TotalAmt |
| Program Services | $1,305,022 | ProgramServicesAmt |
| Management And General | $1,021,246 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,878 | TotalAmt |
| Program Services | $291,560 | ProgramServicesAmt |
| Management And General | $84,318 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675,311 | TotalAmt |
| Program Services | $527,330 | ProgramServicesAmt |
| Management And General | $147,981 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,724 | TotalAmt |
| Program Services | $132,724 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,401 | TotalAmt |
| Management And General | $104,401 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,464 | TotalAmt |
| Program Services | $6,183 | ProgramServicesAmt |
| Management And General | $5,281 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,886 | TotalAmt |
| Program Services | $69,886 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,152 | TotalAmt |
| Program Services | $364,152 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,095 | TotalAmt |
| Management And General | $37,095 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,277 | TotalAmt |
| Program Services | $123,181 | ProgramServicesAmt |
| Management And General | $397,096 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,848 | TotalAmt |
| Management And General | $94,848 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ACOM - TRADE MEDIA EXPE | $1,401,487 | $1,094,038 | $307,449 |
| MISCELLANEOUS | $16,755 | $16,755 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,042,845 | TotalAmt |
| Program Services | $8,181,150 | ProgramServicesAmt |
| Management And General | $3,861,695 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,142,572 | BOYAmt |
| EOY | $8,664,955 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,764,668 | BOYAmt |
| EOY | $1,392,873 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,188 | BOYAmt |
| EOY | $125,554 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,577 | BOYAmt |
| EOY | $480,158 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,656,992 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,802,163 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,562,340 | BOYAmt |
| EOY | $1,854,829 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,044,476 | BOYAmt |
| EOY | $32,908,438 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,762,785 | BOYAmt |
| EOY | $2,968,946 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,805,706 | BOYAmt |
| EOY | $48,395,753 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,125 | BOYAmt |
| EOY | $1,044,215 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,137,964 | BOYAmt |
| EOY | $965,854 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,330,000 | BOYAmt |
| EOY | $2,330,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,920 | BOYAmt |
| EOY | $291,126 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,547,009 | BOYAmt |
| EOY | $4,631,195 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,104,127 | BOYAmt |
| EOY | $40,788,219 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,154,570 | BOYAmt |
| EOY | $2,976,339 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,258,697 | BOYAmt |
| EOY | $43,764,558 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,805,706 | BOYAmt |
| EOY | $48,395,753 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,215,227 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,366,110 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$539,321 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $463,845 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,378,752 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,315,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,395,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,399,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,938,451 | CurrentTaxYearAmt |
| Total | $9,426,829 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,240,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,064,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,253,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,566,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,604,793 | CurrentTaxYearAmt |
| Total | $42,730,277 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,619,204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,379,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,648,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,966,111 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,543,244 | CurrentTaxYearAmt |
| Total | $52,157,106 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $52,157,106 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,675,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,729,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,902,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,809,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,671,077 | CurrentTaxYearAmt |
| Total | $8,788,076 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,675,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,729,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,902,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,809,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,671,077 | CurrentTaxYearAmt |
| Total | $8,788,076 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $791,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $407,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $404,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $317,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,512 | CurrentTaxYearAmt |
| Total | $1,965,302 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $131,974 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,351 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $208,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,147 | CurrentTaxYearAmt |
| Total | $771,231 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,218,616 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,654,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,105,482 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,301,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,401,980 | CurrentTaxYearAmt |
| Total | $63,681,715 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.81900 | PublicSupportCY509Pct |
| Public Support PY509 | 0.79860 | PublicSupportPY509Pct |
| Investment Income CY | 0.13800 | InvestmentIncomeCYPct |
| Investment Income PY | 0.13950 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $165,406 | BeginningYearBalanceAmt |
| Contributions | $5,475 | ContributionsAmt |
| Other Expenditures | $6,500 | OtherExpendituresAmt |
| End Year Balance | $164,381 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,606 | BeginningYearBalanceAmt |
| Contributions | $3,782 | ContributionsAmt |
| Other Expenditures | $1,982 | OtherExpendituresAmt |
| End Year Balance | $165,406 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $165,164 | BeginningYearBalanceAmt |
| Contributions | $7,249 | ContributionsAmt |
| Other Expenditures | $8,807 | OtherExpendituresAmt |
| End Year Balance | $163,606 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $166,682 | BeginningYearBalanceAmt |
| Contributions | $6,051 | ContributionsAmt |
| Other Expenditures | $7,569 | OtherExpendituresAmt |
| End Year Balance | $165,164 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $165,749 | BeginningYearBalanceAmt |
| Contributions | $6,133 | ContributionsAmt |
| Other Expenditures | $5,200 | OtherExpendituresAmt |
| End Year Balance | $166,682 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.50652 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.49348 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,819,474 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,477,605 | DepreciationAmt |
| Book Value | $341,869 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,837,518 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,324,558 | DepreciationAmt |
| Book Value | $1,512,960 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,854,829 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $32,908,438 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $32,908,438 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST | $54,108 |
| 457B PLAN INVESTMENT | $143,766 |
| INVESTMENT IN SUBSIDIARY | $1,419,314 |
| ACOM INTANGIBLE ASSETS | $663,665 |
| ACOM GOODWILL | $673,074 |
| DUE FROM AFFILIATE | $15,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,968,946 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SECTION FUNDS PAYABLE | $147,360 |
| 457B PLAN LIABILITY | $143,766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $291,126 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ISA SCHOLARSHIPS PROVIDE THE RECOGNITION OF, ASSISTANCE TO AND ENCOURAGEMENT OF STUDENTS EARLY IN THEIR CAREER WHO HAVE OUTSTANDING POTENTIAL FOR LONG-RANGE CONTRIBUTION TO THE FIELDS OF INSTRUMENTATION, SYSTEMS AND AUTOMATION. IT CAN SIGNIFICANTLY CONTRIBUTE TO THE DEVELOPMENT OF TALENTED INDIVIDUALS IN THE PROFESSION AND RELATED INDUSTRIES. |
| PART X, LINE 2: | ISA IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS NOT A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(1). ASCI IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE IRC. ISAE IS NOT SUBJECT TO INCOME TAXES IN THE UNITED STATES OF AMERICA UNDER THE IRC AS IT IS A FOREIGN ENTITY. ACOM IS A NORTH CAROLINA LIMITED LIABILITY COMPANY, AND AS SUCH, IS CONSIDERED A DISREGARDED ENTITY FOR TAX PURPOSES. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS OF ISA. ISA HAS ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE HAD NO SIGNIFICANT IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2021. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | SCHOLARSHIP GRANTS | ISA ISSUES SCHOLARSHIP AWARDS TO STUDENTS FROM OUTSIDE THE US | $14,300 |
| SOUTH ASIA | 0 | 0 | SCHOLARSHIP GRANTS | ISA ISSUES SCHOLARSHIP AWARDS TO STUDENTS FROM OUTSIDE THE US | $33,975 |
| EUROPE | 1 | 3 | PROGRAM SERVICES | ISA PROVIDES TRAINING TO STUDENTS FROM OUTSIDE THE US | $1,198,659 |
| RUSSIA & NEIGHBORING STATES | 0 | 0 | SCHOLARSHIP GRANTS | ISA ISSUES SCHOLARSHIP AWARDS TO STUDENTS FROM OUTSIDE THE US | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 3 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Subtotal Spent | $1,250,934 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,250,934 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| N/A | NORTH AMERICA | 11 | $14,300 | WIRE TRANSFER | $0 | N/A | N/A |
| N/A | SOUTH ASIA | 19 | $33,975 | WIRE TRANSFER | $0 | N/A | N/A |
| N/A | RUSSIA AND NEIGHBORING STATES | 2 | $4,000 | WIRE TRANSFER | $0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | SCHOLARSHIPS ARE ISSUED ANNUALLY TO STUDENTS WHO SUBMIT THE REQUIRED SCHOLARSHIP FORMS. ISA, BEING AN INTERNATIONAL MEMBERSHIP SOCIETY, ACCEPTS APPLICATIONS FROM ALL COUNTRIES. APPLICATIONS ARE REVIEWED BY ISA'S SCHOLARSHIP COMMITTEE, OR THE DESIGNATED BODY FOR A PARTICULAR ENDOWMENT, MADE UP OF MEMBER VOLUNTEERS WHO REVIEW AND CHOOSE THE STUDENTS WHO WILL RECEIVE AWARDS BASED ON MEETING THE AWARD REQUIREMENTS. THOSE SELECTED ARE THEN ISSUED PAYMENTS. |
| PART I, LINE 3: | ACCRUAL ACCOUNTING |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAMAR UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 MLK BLVD | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 237298265 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $6,000 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | EDUCATIONAL SCHOLARSHIP | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 33 | RecipientCnt |
| Cash Grant | $101,000 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE ISSUED ANNUALLY TO STUDENTS WHO SUBMIT THE REQUIRED SCHOLARSHIP FORMS. ISA, BEING AN INTERNATIONAL MEMBERSHIP SOCIETY, ACCEPTS APPLICATIONS FROM ALL COUNTRIES. APPLICATIONS ARE REVIEWED BY ISA'S SCHOLARSHIP COMMITTEE, OR THE DESIGNATED BODY FOR A PARTICULAR ENDOWMENT, MADE UP OF MEMBER VOLUNTEERS WHO REVIEW AND CHOOSE THE STUDENTS WHO WILL RECEIVE AWARDS BASED ON MEETING THE AWARD REQUIREMENTS. THOSE SELECTED ARE THEN ISSUED PAYMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY RAMSEY | ||||||||||||||
| EXECUTIVE DIRECTOR (THRU OCT 2021) | $320,762 | $0 | $23,258 | $0 | $6,500 | $0 | $24,796 | $0 | $12,053 | $0 | $387,369 | $0 | $0 | $0 |
| ANTHONY FRAGNITO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $164,139 | $0 | $17,852 | $0 | $450 | $0 | $20,780 | $0 | $34,315 | $0 | $237,536 | $0 | $0 | $0 |
| RICK ZABEL | ||||||||||||||
| MANAGING DIRECTOR AND PUBLISHER | $180,633 | $0 | $16,822 | $0 | $1,870 | $0 | $21,535 | $0 | $0 | $0 | $220,860 | $0 | $0 | $0 |
| WILLIAM FURLOW | ||||||||||||||
| DIRECTOR OF BUSINESS DEVELOPMENT | $133,527 | $0 | $13,900 | $0 | $550 | $0 | $14,345 | $0 | $36,771 | $0 | $199,093 | $0 | $0 | $0 |
| ANDRE RISTAINO | ||||||||||||||
| MANAGING DIRECTOR, GLOBAL ALLIANCES | $133,853 | $0 | $5,570 | $0 | $550 | $0 | $18,392 | $0 | $24,904 | $0 | $183,269 | $0 | $0 | $0 |
| GERI MCGRATH | ||||||||||||||
| DIRECTOR, GLOBAL EDUCATION & OUTREAC | $139,102 | $0 | $20,000 | $0 | $1,660 | $0 | $12,205 | $0 | $0 | $0 | $172,967 | $0 | $0 | $0 |
| DALTON WILSON | ||||||||||||||
| DIRECTOR OF EDUCATION | $125,447 | $0 | $1,827 | $0 | $550 | $0 | $18,464 | $0 | $13,349 | $0 | $159,637 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 5 | SALES STAFF RECEIVE A COMMISSION ON SALES AS PART OF THEIR COMPENSATION ARRANGEMENT. |
| PART I, LINE 7 | THE CEO AND SENIOR MANAGEMENT TEAM RECEIVE PART OF THEIR COMPENSATION IN THE FORM OF A BONUS BASED ON ACHIEVING CERTAIN FINANCIAL AND NON-FINANCIAL PERFORMANCE TARGETS. RICK ZABEL'S IS BASED ON HOW AUTOMATION.COM DOES ON PRE-DETERMINED GOALS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP INCLUDES STUDENT MEMBER, VIRTUAL STUDENT MEMBER, MEMBER, SENIOR MEMBER, FELLOW, LIFE MEMBER, LIFE SENIOR MEMBER, LIFE FELLOW, HONORARY MEMBER, AUTOMATION AFFILIATE MEMBER, AND AUTOMATION COMMUNITY SUBSCRIBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL MEMBERS, EXCLUDING STUDENT, VIRTUAL STUDENT, AUTOMATION AFFILIATE, AND AUTOMATION COMMUNITY SUBSCRIBER, ARE ELIGIBLE TO PARTICIPATE IN THE ANNUAL ELECTRONIC ELECTION FOR SELECT LEADERSHIP POSITIONS. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN ACTIONS REQUIRE THE VOTE OF SOCIETY OF COUNCIL DELEGATES ACCORDING TO ISA BYLAWS. DELEGATES CAST A PROPORTIONAL VOTE BASED ON THE NUMBER OF MEMBERS ASSIGNED TO THE GEOGRAPHIC AREA WHICH THAT DELEGATE COVERS. |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY INTERNAL STAFF AS WELL AS EXEC DIR AND TREASURER. A COPY OF THE FILING IS PRESENTED TO THE FINANCE COMMITTEE AND BOARD ONCE APPROVED BY THE TREASURER. THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE SOCIETY-ELECTED TREASURER. ONCE THEIR REVIEW IS COMPLETE, THE FORM 990 IS MADE AVAILABLE TO THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | PRIOR TO THE START OF EACH NEW YEAR, ISA REMINDS ITS BOARD MEMBERS OF THEIR OBLIGATIONS UNDER ISA'S CONFLICT OF INTEREST POLICY. AN ISA LEADER HAS AN OBLIGATION TO BE ALERT TO ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IF A TRANSACTION IS OR MAY BE SUBJECT TO REVIEW BY AN ISA GOVERNING BODY, AN INTERESTED ISA LEADER WILL PROMPTLY DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO, AND ABSTAIN FROM ANY PARTICIPATION IN THE DISCUSSION OR DECISION OF, THE RESPECTIVE GOVERNING BODY WITH RESPECT TO THAT TRANSACTION. AFTER DISCLOSURE OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE INTERESTED ISA LEADER SHALL LEAVE THE MEETING AND THE REMAINING MEMBERS SHALL DETERMINE IF A CONFLICT OF INTEREST ACTUALLY EXISTS. THE DISCLOSURE SHALL BE COMMUNICATED BY THE INTERESTED ISA LEADER IN A NEUTRAL CONTEXT; THAT IS, THE INTERESTED ISA LEADER WILL NOT STATE ANY POSITION OR ADVOCATE THE ADOPTION OF ANY POSITION ON THE TRANSACTION IN HIS OR HER INITIAL DISCLOSURE CONCERNING THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THEREAFTER, IF AN ACTUAL CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE INTERESTED ISA LEADER WILL REFRAIN FROM INITIATING ANY DISCUSSIONS, PUBLICLY AND PRIVATELY, REGARDING THE TRANSACTION WITH OTHER MEMBERS OF THE GOVERNING BODY THAT WILL MAKE ANY DECISION CONCERNING THE TRANSACTION. THE GOVERNING BODY WILL GIVE THE INTERESTED ISA LEADER A FAIR AND APPROPRIATE OPPORTUNITY TO SUBMIT A WRITTEN POSITION STATEMENT REGARDING THE TRANSACTION TO THE GOVERNING BODY BEFORE CONSIDERATION OF THE TRANSACTION IS CONCLUDED, BUT THE INTERESTED ISA LEADER SHALL INITIATE NO OTHER DISCUSSIONS OR PARTICIPATION IN THE DECISION MAKING PROCESS. THE GOVERNING BODY SHALL HAVE COMPLETE AUTHORITY TO ASCRIBE WHATEVER WEIGHT IT DEEMS APPROPRIATE TO THE INTERESTED ISA LEADER'S WRITTEN STATEMENT IN LIGHT OF THE DISCLOSED CONFLICT OF INTEREST. ISA LEADERS SHOULD SEEK THE ADVICE OF THE EXECUTIVE DIRECTOR, ISA COUNSEL, OR THE PRESIDENT ON APPROPRIATE DISCLOSURES TO THE RESPECTIVE GOVERNING BODY BEFORE MAKING THE DISCLOSURE TO THE ENTIRE BODY. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE ISA GOVERNING BODY OVERSEEING THE DECISION WILL INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT THAT DO NOT INVOLVE ANY CONFLICTS OF INTEREST. THE ISA GOVERNING BODY MUST DETERMINE, BY MAJORITY VOTE OF DISINTERESTED MEMBERS, THE ALTERNATIVE THAT IS IN ISA'S BEST INTEREST AND THAT IS FAIR AND REASONABLE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE, WHICH REPRESENTS THE EXECUTIVE BOARD, REVIEWS THE PERFORMANCE AND COMPENSATION OF THE EXECUTIVE DIRECTOR/CEO ANNUALLY. A FORMAL WRITTEN PERFORMANCE APPRAISAL IS COMPLETED AND A FACE TO FACE MEETING IS HELD BETWEEN THE COMPENSATION COMMITTEE AND EXECUTIVE DIRECTOR/CEO. EACH YEAR, EXECUTIVE COMPENSATION IS REVIEWED AGAINST INDUSTRY DATA PROVIDED BY SALARY SURVEYS CONDUCTED BY ASAE (AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES), CESSE (COUNCIL OF ENGINEERING AND SCIENTIFIC SOCIETY EXECUTIVES), AND CAPITAL ASSOCIATE INDUSTRIES TO CONFIRM THAT EXECUTIVE COMPENSATION FALLS WITHIN INDUSTRY NORMS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS. THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST OR THROUGH THEIR ORGANIZATIONAL WEBSITE, WWW.ISA.ORG. |
| FORM 990, PART IX, LINE 11G | TEMPORARY HELP: PROGRAM SERVICE EXPENSES 1,305,022. MANAGEMENT AND GENERAL EXPENSES 1,021,246. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,326,268. |
| FORM 990, PART XI, LINE 9: | INVESTMENT IN ASCI (SEPARATELY REPORTED) 239,487. AMORTIZATION OF ACOM INTANGIBLES 224,358. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
| FORM 990, PART VII, DESCRIPTION OF HOURS FOR RELATED ORGANIZATIONS: | OFFICERS LISTED ON PART VII WORK AN AVERAGE OF 40 HOURS PER WEEK. THEIR TIME IS SHARED BETWEEN THE FILING ORGANIZATION AND THE RELATED ENTITIES LISTED ON SCHEDULE R. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUTOMATIONCOM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12277 | AddressLine1Txt |
| City | RESEARCH TRIANGLE PARK | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472123033 | EIN |
| Primary Activities | ONLINE PUBLISHING -- AUTOMATION CONTENT | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Total Income | $1,571,223 | TotalIncomeAmt |
| End Of Year Assets | $1,867,177 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL SOCIETY OF AUTOMATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUTOMATION STANDARDS COMPLIANCE INSTITUTE | |||||||||||||||
| PO BOX 12277 | RESEARCH TRIANGLE PARK | NC | 27709 | 260811966 | AUTOMATION STANDARDS COMPLIANCE TESTING | NC | 501(C)(6) | N/A | INTERNATIONAL SOCIETY OF AUTOMATION | Yes (1) | |||||
| ISA EUROPE FOUNDATION | |||||||||||||||
| TRAINING SERVICE | N/A | N/A | INTERNATIONAL SOCIETY OF AUTOMATION | Yes (1) | LUCHTHAVENWEG 54 | EINDHOVEN | NL | 5657EB | NL | ||||||
| AUTOMATION FEDERATION | |||||||||||||||
| PO BOX 12277 | RESEARCH TRIANGLE PARK | NC | 27709 | 205430819 | AUTOMATION AWARENESS AND PROGRAMS | NC | 501(C)(3) | LINE 10 | INTERNATIONAL SOCIETY OF AUTOMATION | Yes (1) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ISA EUROPE FOUNDATION | ||
| A | $71,500 | FIXED AMT PER TRAINING REGISTRANT |
| AUTOMATION FEDERATION | ||
| L | $398,396 | PYMNTS TO VENDORS ON ORG. BEHALF |
| AUTOMATION FEDERATION | ||
| N | $120,000 | ORG. SUPPORT FEE -FIXED PER MONTH |
| AUTOMATION STANDARDS COMPLIANCE INSTITUTE | ||
| N | $54,000 | ALLOC. OF SHARED OVERHEAD COST |
| AUTOMATION FEDERATION | ||
| O | $25,795 | LABOR ALLOCATED TO ORGANIZATION |
| ISA EUROPE FOUNDATION | ||
| O | $8,933 | LABOR ALLOCATED TO ORGANIZATION |
| AUTOMATION STANDARDS COMPLIANCE INSTITUTE | ||
| O | $70,787 | LABOR ALLOCATED TO ORGANIZATION |
| ISA EUROPE FOUNDATION | ||
| A | $1,256,245 | ROYALTIES |
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