INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC (EIN 13-1656633)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-28
IRS object ID
201913039349301371
Schema version
2018v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-28T12:47:01-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131656633EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas R SiegertPersonNm
Person TitleAsst. Treasurer & CFOPersonTitleTxt
Phone7329810060PhoneNum
Signature2019-10-30SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address168.149.146.1IPv4AddressTxt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1IEEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerStephen WelbyPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1445 Hoes LaneAddressLine1Txt
CityPiscatawayCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08854ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$859,125,379GrossReceiptsAmt
Group Return For AffiliatesYes (1)GroupReturnForAffiliatesInd
All Affiliates IncludedYes (1)AllAffiliatesIncludedInd
Group Exemption2038GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.ieee.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1896FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionIEEE is the place where the next great technology breakthroughs are born - the result of the innovative work of our IEEE members and volunteers. The engineers and technical professionals that comprise IEEE aren't just dreaming about the future, they are creating it. By contributing cutting-edge research, publishing thought-provoking papers, creating critical technical standards, strengthening professional connections and attending industry-leading conferences, they play an integral part in this thriving community where new ideas are initiative, shared and explored. Through their collaboration, IEEE members and volunteers are in constant pursuit of innovation and excellence for the benefit of all people everywhere. For additional 2018 IEEE significant activities, see Part III on page 2, and IEEE 2018 Annual Report.ActivityOrMissionDesc
Voting Members Governing Body31VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee1289TotalEmployeeCnt
Total Volunteers100000TotalVolunteersCnt
Total Gross UBI$16,404,747TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,085,277PYContributionsGrantsAmt
CY Contributions Grants$4,112,115CYContributionsGrantsAmt
PY Program Service Revenue$443,953,741PYProgramServiceRevenueAmt
CY Program Service Revenue$489,739,727CYProgramServiceRevenueAmt
PY Investment Income$24,385,777PYInvestmentIncomeAmt
CY Investment Income$33,564,287CYInvestmentIncomeAmt
PY Other Revenue$21,968,163PYOtherRevenueAmt
CY Other Revenue$19,606,440CYOtherRevenueAmt
PY Total Revenue$494,392,958PYTotalRevenueAmt
CY Total Revenue$547,022,569CYTotalRevenueAmt
PY Grants And Similar Paid$5,946,097PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,216,786CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$169,423,070PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$175,110,075CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,652,577CYTotalFundraisingExpenseAmt
PY Other Expenses$284,957,553PYOtherExpensesAmt
CY Other Expenses$290,358,381CYOtherExpensesAmt
PY Total Expenses$460,326,720PYTotalExpensesAmt
CY Total Expenses$470,685,242CYTotalExpensesAmt
PY Revenues Less Expenses$34,066,238PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$76,337,327CYRevenuesLessExpensesAmt
Total Assets BOY$660,496,876TotalAssetsBOYAmt
Total Assets EOY$683,244,978TotalAssetsEOYAmt
Total Liabilities BOY$245,474,763TotalLiabilitiesBOYAmt
Total Liabilities EOY$243,502,411TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$415,022,113NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$439,742,567NetAssetsOrFundBalancesEOYAmt
MissionMISSION STATEMENT: IEEE's core purpose is to foster technological innovation and excellence for the benefit of humanity. VISION STATEMENT: IEEE will be essential to the global technical community and to technical professionals everywhere, and be universally recognized for the contributions of technology and of technical professionals in improving global conditions.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$93,957,426ExpenseAmt
Grant$4,745,564GrantAmt
Revenue$55,017,920RevenueAmt
DescMEMBERSHIP/PUBLIC IMPERATIVE: IEEE is the world's largest technical professional organization dedicated to advancing technology for the benefit of humanity. In 2018 IEEE's total members was 422,460, from more than 160 countries worldwide; student memberships were 123,508; total IEEE society memberships were 328,558 from 39 IEEE Societies. As part of its growing focus on global public policy, the IEEE Board of Directors adopted multiple position statements in 2018, offering recommendations to policy makers around the world supporting the following topics: advancing universal access to the internet, privacy engineering and strong encryption. IEEE also increased activities in public policy activity by the newly formed IEEE European Public Policy Initiative and the IEEE Standards Association's Ethically Aligned Design initiative. IEEE-USA, which promotes the careers and public policy interests of IEEE engineering, computing and technology professionals, also supported legislative efforts promoting quantum research, artificial intelligence and support for small tech business. IEEE continued its outreach to improve technology infrastructure where it is needed through a number of collaborative projects. IEEE SIGHT is a global network of IEEE volunteers partnering with underserved communities and local organizations to identify and address critical problems. Some success stories from 2018 include: 1) IEEE SIGHT group based in El Salvador installed a photovoltaic system connected to the grid to reduce energy consumption. This project will benefit 1,600 people; 2) Maskwacis, Canada, is a First Nations Community located on an indigenous reserve where there is little access or connection to the internet, a local resident, self-taught engineer, founded the Mamawapowin Technology Society to bring free internet connection to Maskwacis. The project will ultimately impact approximately 8,000 residents over the course of three years; 3) Tilapia ponds have been implemented in Paraguay's indigenous communities as a source for food and economic enrichment. Due to insufficient knowledge and training, the production levels are not enough to provide for the communities. IEEE SIGHT Paraguay pooled knowledge from local resources to install new tilapia ponds equipped with solar water pumps, solar lighting and mechanized fish harvesting systems that help ensure the ponds become a beneficial resource.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$175,624,306ExpenseAmt
Grant$0GrantAmt
Revenue$189,057,685RevenueAmt
DescPERIODICALS: The IEEE Xplore Digital Library is one of the world's largest collections of technical literature in engineering, computer science and related technologies with over 4 million documents available in its current vast repository. In 2018, IEEE continued 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. IEEE Xplore had over 147 million total usage in 2018 (PDF downloads and HTML views); groundbreaking research papers published in Xplore included: 5,290 of 5G; 22,619 of artificial intelligence; 1,575 in autonomous vehicles; 1,530 cybersecurity; 9,428 of Smart/Green energy; 17,129 robotics, and 8,546 of future of medical science. Other IEEE publications included 195,954 conference articles, 57,628 journal articles, and 2,874 magazine articles. 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 the next breakthrough technologies.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$143,799,192ExpenseAmt
Grant$471,221GrantAmt
Revenue$200,589,981RevenueAmt
DescCONFERENCES: In 2018, IEEE had 1,966 IEEE sponsored conferences in 103 countries with over 561,000 attendees. IEEE Future Directions brought together IEEE members and volunteers from around the world to discuss and share their latest work through a series of conferences, summits and workshops focused on emerging technologies. Highlights include: 1) IEEE Digital Reality hosted an informative panel on virtual reality (VR), augmented reality (AR) and cross reality (XR) at the Augmented World Expo in Santa Clara, CA. Experts from a diverse range of areas spoke of the blend of VR, AR, mixed reality, immersive and other future reality spaces while addressing social, ethical, legal and policy implications; 2) The 2018 IEEE Global Blockchain Summit brought together thought leaders, decision-makers and technologists to discuss the challenges and opportunities of blockchain technology. Attendees from academia, government and industry presented on various topics including the current technology landscape, applications, use cases, policy and regulations; 3) IEEE Women in Engineering (WIE) hosted the first-ever Tech Powered by Women Workshop, with artificial intelligence as the primary focus. Held in Vancouver, Canada, with over 1000 attendees from over 30 countries with over 100 speakers. The event brought together diverse engineering and technology professionals in research and industry to explore the future of artificial intelligence technology, share success stories and discuss opportunities for women in leadership. The WIE annual Women in Engineering International Leadership Conference, held in San Jose, CA, continued to attract leading keynote speakers and offer an environment of inclusion.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$34,948,312ExpenseAmt
Grant$0GrantAmt
Revenue$33,869,398RevenueAmt
DescSTANDARDS AND OTHER IEEE PROGRAMS: In 2018, 121 standards were approved for publication with 51 new and 70 revisions. IEEE successfully entered into cooperative agreements with the African Telecommunications Union, the Shenzhen Institute of Science and Technology in China and the Ministry of Economy in Mexico. Each organization will promote their respective collaboration efforts as well as IEEE's standards development opportunities, provide greater input to IEEE standards and promote their use and adoption. IEEE also contributed its expertise to the European Commission on autonomous and intelligent systems relative to ethical considerations, submitted input to the India National Standards Strategy and was a signatory on a joint call to Group of 20 (G20) leaders to reinforce the importance of open standards and multi-stakeholder governance. The G20 is an international forum that brings together the world's 20 leading industrialized and emerging economies to discuss world affairs and other issues. Additionally, IEEE is committed to providing a platform for addressing ethical and societal implications across a variety of technology areas. 2018 highlights included: 1) The Open Community for Ethics in Autonomous and Intelligent Systems (OCEANIS) aims to foster cooperation in the development and use of ethically aligned standards in information and communications technology, particularly for autonomous and intelligent systems; 2) The Ethics Certification Program for Autonomous and Intelligent Systems (ECPAIS) is one of the world's first programs dedicated to the creation of an autonomous and intelligent systems certification process supported by a global standards development organization; 3) Ten courses on Artificial Intelligence (AI) and Ethics in Design were produced in collaboration with The IEEE Global Initiative on Ethics of Autonomous and Intelligent Systems. The courses cover everything from Responsible Innovation in the Age of AI to Economic Advantages of Ethical Design for Business.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$34,948,312TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$33,869,398TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$448,329,236TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1048IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1289EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryAEForeignCountryCd
Foreign CountryARForeignCountryCd
Foreign CountryASForeignCountryCd
Foreign CountryAUForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryBGForeignCountryCd
Foreign CountryBKForeignCountryCd
Foreign CountryBOForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryBUForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryCEForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryCOForeignCountryCd
Foreign CountryCSForeignCountryCd
Foreign CountryCYForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryECForeignCountryCd
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Foreign CountryEZForeignCountryCd
Foreign CountryFIForeignCountryCd
Foreign CountryFRForeignCountryCd
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Foreign CountryGMForeignCountryCd
Foreign CountryGTForeignCountryCd
Foreign CountryHOForeignCountryCd
Foreign CountryHUForeignCountryCd
Foreign CountryICForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryJOForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryKUForeignCountryCd
Foreign CountryLEForeignCountryCd
Foreign CountryLHForeignCountryCd
Foreign CountryMCForeignCountryCd
Foreign CountryMKForeignCountryCd
Foreign CountryMTForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountryNIForeignCountryCd
Foreign CountryNOForeignCountryCd
Foreign CountryNUForeignCountryCd
Foreign CountryNZForeignCountryCd
Foreign CountryPEForeignCountryCd
Foreign CountryPKForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountryPMForeignCountryCd
Foreign CountryPOForeignCountryCd
Foreign CountryROForeignCountryCd
Foreign CountryRPForeignCountryCd
Foreign CountryRSForeignCountryCd
Foreign CountrySAForeignCountryCd
Foreign CountrySFForeignCountryCd
Foreign CountrySIForeignCountryCd
Foreign CountrySNForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountrySZForeignCountryCd
Foreign CountryTDForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryTUForeignCountryCd
Foreign CountryTWForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryUPForeignCountryCd
Foreign CountryUYForeignCountryCd
Foreign CountryVEForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members31GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ControllerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7329810060PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
James A Jefferies
IEEE President & CEO100Yes (X)Yes (X)$0$0$0
Jose M F Moura
IEEE President-Elect100Yes (X)Yes (X)$0$0$0
Karen Bartleson
IEEE Past President100Yes (X)Yes (X)$0$0$0
William P Walsh
Director & Secretary100Yes (X)Yes (X)$0$0$0
Joseph V Lillie
Director & Treasurer100Yes (X)Yes (X)$0$0$0
Witold M Kinsner
Director & Vice President, Educational Activities100Yes (X)Yes (X)$0$0$0
Samir M El-Ghazaly
Director & Vice President, Publication Services and Products100Yes (X)Yes (X)$0$0$0
Martin Bastiaans
Director & Vice President, Member and Geographic Activities100Yes (X)Yes (X)$0$0$0
Forrest D Wright
Director & President, Standards Association100Yes (X)Yes (X)$0$0$0
Susan Land
Director & Vice President, Technical Activities100Yes (X)Yes (X)$0$0$0
Sandra Robinson
Director & President IEEE-USA100Yes (X)Yes (X)$0$0$0
Babak Beheshti
Director & Delegate, Region 150Yes (X)$0$0$0
Katherine J Duncan
Director & Delegate, Region 250Yes (X)$0$0$0
Gregg L Vaughn
Director & Delegate, Region 350Yes (X)$0$0$0
Bernard T Sander
Director & Delegate, Region 450Yes (X)$0$0$0
Robert C Shapiro
Director & Delegate, Region 550Yes (X)$0$0$0
Kathleen Kramer
Director & Delegate, Region 650Yes (X)$0$0$0
Maike Luiken
Director & Delegate, Region 750Yes (X)$0$0$0
Margaretha A Eriksson
Director & Delegate, Region 850Yes (X)$0$0$0
Teofilo Ramos
Director & Delegate, Region 950Yes (X)$0$0$0
Kukjin Chun
Director & Delegate, Region 1050Yes (X)$0$0$0
Renuka P Jindal
Director & Delegate, Division I50Yes (X)$0$0$0
FD Don Tan
Director & Delegate, Division II50Yes (X)$0$0$0
Vijay K Bhargava
Director & Delegate, Division III50Yes (X)$0$0$0
Jennifer T Bernhard
Director & Delegate, Division IV50Yes (X)$0$0$0
John W Walz
Director & Delegate, Division V50Yes (X)$0$0$0
John Y Hung
Director & Delegate, Division VI50Yes (X)$0$0$0
Bruno Meyer
Director & Delegate, Division VII50Yes (X)$0$0$0
Dejan Milojicic
Director & Delegate, Division VIII50Yes (X)$0$0$0
Alejandro Acero
Director & Delegate, Division IX50Yes (X)$0$0$0
Toshio Fukuda
Director & Delegate, Division X50Yes (X)$0$0$0
Stephen Welby
Assistant Secretary & Executive Director400Yes (X)$657,980$0$186,938
E James Prendergast -See Schedule O
Assistant Secretary & Executive Director00Yes (X)$1,198,509$0$27,279
Thomas R Siegert
Assistant Treasurer, Staff Executive & CFO401Yes (X)$566,418$0$45,377
Mary Ward-Callan
Managing Director - Technical Activities400$490,915$0$45,833Yes (X)
Michael B Forster
Managing Director - Publications400$435,813$0$27,971Yes (X)
Donna Hourican
Staff Executive Corporate Activities400$372,890$0$36,500Yes (X)
Karen L Hawkins
Chief Marketing Officer400$349,515$0$44,504Yes (X)
Cherif Amirat
Chief Information Officer400$407,874$0$48,246Yes (X)
Cecelia Jankowski
Managing Director Member & Geographic Activities400$357,270$0$40,099Yes (X)
Konstantinos Karachalios
Managing Director - IEEE Standards400$481,482$0$36,500Yes (X)
Francis Staples
Senior Director Global Sales & Customer Operations400$420,080$0$46,044Yes (X)
Emily Csernica
Director North America Sales400$449,222$0$29,578Yes (X)
Jean Jennings
Director - International Sales400$418,299$0$40,560Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,606,267TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$655,429TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K502IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Oracle America Inc
500 Oracle Parkway Redwood ShoresSan MateoCA94065License and maintain core financial system$4,482,283
iEnergizer Aptara Limited
PO 13963ChicagoIL60693Services provide include XML and image conversion, page composition, and two levels of editing$3,195,912Collections Center Dr
Data Conversion Laboratory Inc
61-18 190th Street Suite 205Fresh MeadowsNY11365XML tagging, graphics conversion, editing, page composition, and pagination of texts and graphics$2,965,862
Finn Partners Inc
301 East 57th StNew YorkNY10022Management of crisis communications for IEEE: assess content creation, monitoring of the press, etc$2,693,291
IMEX Global Solutions LLC
6567 Solution CenterChicagoIL60677International mailing of IEEE publications$2,657,158
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K226CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$3,879,270RelatedOrganizationsAmt
Government Grants$100,558GovernmentGrantsAmt
All Other Contributions$132,287AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$4,112,115TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Membership Dues & Public Imperatives900099$55,017,920$55,017,920$0$0
Periodicals900099$189,057,685$189,057,685$0$0
Conference Revenue900099$200,589,981$200,589,981$0$0
Standards Revenue900099$33,869,398$33,869,398$0$0
Advertising and Related Services541800$11,167,409$0$11,167,409$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,334TotalRevenueColumnAmt
Related Or Exempt Func Income$37,334RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$489,739,727TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,635,770TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$12,635,770ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,291,102TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$14,291,102ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$78,000RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$78,000RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$78,000TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$78,000ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$333,031,327SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$312,102,810SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$20,928,517SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,928,517TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$20,928,517ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Intercompany Services900099$3,110,726$0$3,110,726$0
Engineering Certification Programs541900$48,230$0$48,230$0
Intercompany Interest Income900003$2,078,382$0$2,078,382$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,237,338OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$547,022,569TotalRevenueColumnAmt
Related Or Exempt Func Income$478,572,318RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$16,404,747UnrelatedBusinessRevenueAmt
Exclusion$47,933,389ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,386,625TotalAmt
Program Services$3,386,625ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$750,942TotalAmt
Program Services$750,942ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,079,219TotalAmt
Program Services$1,079,219ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,097,774TotalAmt
Program Services$4,724,884ProgramServicesAmt
Management And General$372,890ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$130,402,595TotalAmt
Program Services$125,838,828ProgramServicesAmt
Management And General$3,615,919ManagementAndGeneralAmt
Fundraising$947,848FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,404,361TotalAmt
Program Services$9,760,742ProgramServicesAmt
Management And General$529,332ManagementAndGeneralAmt
Fundraising$114,287FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,921,960TotalAmt
Program Services$12,317,990ProgramServicesAmt
Management And General$496,967ManagementAndGeneralAmt
Fundraising$107,003FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,283,385TotalAmt
Program Services$15,842,724ProgramServicesAmt
Management And General$362,989ManagementAndGeneralAmt
Fundraising$77,672FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,833,418TotalAmt
Program Services$2,833,418ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$874,660TotalAmt
Program Services$853,136ProgramServicesAmt
Management And General$21,524ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,479,100TotalAmt
Program Services$1,479,100ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$28,942,227TotalAmt
Program Services$27,856,453ProgramServicesAmt
Management And General$1,073,115ManagementAndGeneralAmt
Fundraising$12,659FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,685,813TotalAmt
Program Services$5,326,130ProgramServicesAmt
Management And General$313,028ManagementAndGeneralAmt
Fundraising$46,655FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,278,204TotalAmt
Program Services$12,517,134ProgramServicesAmt
Management And General$691,582ManagementAndGeneralAmt
Fundraising$69,488FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,529,316TotalAmt
Program Services$17,305,208ProgramServicesAmt
Management And General$219,621ManagementAndGeneralAmt
Fundraising$4,487FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$14,618,732TotalAmt
Program Services$14,618,732ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,803,336TotalAmt
Program Services$822,359ProgramServicesAmt
Management And General$5,949,762ManagementAndGeneralAmt
Fundraising$31,215FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$21,163,934TotalAmt
Program Services$19,275,539ProgramServicesAmt
Management And General$1,793,461ManagementAndGeneralAmt
Fundraising$94,934FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$100,192,554TotalAmt
Program Services$99,613,703ProgramServicesAmt
Management And General$578,851ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$484,093TotalAmt
Program Services$484,093ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,524,976TotalAmt
Program Services$6,087,423ProgramServicesAmt
Management And General$3,431,871ManagementAndGeneralAmt
Fundraising$5,682FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,225,888TotalAmt
Program Services$867,906ProgramServicesAmt
Management And General$357,982ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Printing & Publications$33,419,254$33,382,714$1,944$34,596
Commission Expense$21,983,087$21,983,087$0$0
Members & Regional Expense$7,207,486$6,702,059$500,800$4,627
Education & Training$1,158,261$1,102,535$54,179$1,547

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,954,042TotalAmt
Program Services$1,516,553ProgramServicesAmt
Management And General$337,612ManagementAndGeneralAmt
Fundraising$99,877FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$470,685,242TotalAmt
Program Services$448,329,236ProgramServicesAmt
Management And General$20,703,429ManagementAndGeneralAmt
Fundraising$1,652,577FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,377,053BOYAmt
EOY$14,509,732EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$68,010,200BOYAmt
EOY$108,692,900EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$326,517BOYAmt
EOY$315,916EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$80,098,247BOYAmt
EOY$85,666,058EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$115,241BOYAmt
EOY$5,389EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$18,213,844BOYAmt
EOY$17,178,694EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$145,347,505LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$106,355,385LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$38,974,737BOYAmt
EOY$38,992,120EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$443,049,252BOYAmt
EOY$417,345,883EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$331,785BOYAmt
EOY$538,286EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$660,496,876BOYAmt
EOY$683,244,978EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$79,212,768BOYAmt
EOY$82,100,233EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$120,826,641BOYAmt
EOY$119,213,899EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$45,435,354BOYAmt
EOY$42,188,279EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$245,474,763BOYAmt
EOY$243,502,411EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$413,149,113BOYAmt
EOY$437,945,767EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,681,600BOYAmt
EOY$1,605,400EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$415,022,113BOYAmt
EOY$439,742,567EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$660,496,876BOYAmt
EOY$683,244,978EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$76,337,327ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$51,616,873NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,040,254CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,285,419CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,798,660CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,085,277CurrentTaxYearMinus1YearAmt
Current Tax Year$4,112,115CurrentTaxYearAmt
Total$15,321,725TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$417,980,972CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$423,081,141CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$442,126,092CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$440,584,307CurrentTaxYearMinus1YearAmt
Current Tax Year$478,572,318CurrentTaxYearAmt
Total$2,202,344,830TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$420,021,226CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$425,366,560CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$444,924,752CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$444,669,584CurrentTaxYearMinus1YearAmt
Current Tax Year$482,684,433CurrentTaxYearAmt
Total$2,217,666,555TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,217,666,555PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,486,232CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,943,031CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,005,160CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,170,044CurrentTaxYearMinus1YearAmt
Current Tax Year$27,004,872CurrentTaxYearAmt
Total$113,609,339TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,486,232CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,943,031CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,005,160CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,170,044CurrentTaxYearMinus1YearAmt
Current Tax Year$27,004,872CurrentTaxYearAmt
Total$113,609,339TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$440,507,458CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$446,309,591CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$465,929,912CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$468,839,628CurrentTaxYearMinus1YearAmt
Current Tax Year$509,689,305CurrentTaxYearAmt
Total$2,331,275,894TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95127PublicSupportCY509Pct
Public Support PY5090.95702PublicSupportPY509Pct
Investment Income CY0.04873InvestmentIncomeCYPct
Investment Income PY0.04298InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$147,474FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$147,474FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$448,181,762FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$448,329,236FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$353,664CurrentYearMinus3Amt
Current Year Minus2$245,300CurrentYearMinus2Amt
Current Year Minus1$281,196CurrentYearMinus1Amt
Current Year$147,474CurrentYearAmt
Total$1,027,634TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Schedule D IRS990ScheduleD

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$37,971,304OtherCostOrOtherBasisAmt
Depreciation$25,149,530DepreciationAmt
Book Value$12,821,774BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,231,982OtherCostOrOtherBasisAmt
Depreciation$707,404DepreciationAmt
Book Value$524,578BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$105,271,219OtherCostOrOtherBasisAmt
Depreciation$80,498,451DepreciationAmt
Book Value$24,772,768BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$38,992,120TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAmount held on behalf of IEEE Foundation IncorporatedDesc
Amt$42,188,279Amt
FieldValueIRS element (for citing)
Total Liability$42,188,279TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$516,117,222TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$51,616,873NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$20,711,526OtherRevenueAmt
Revenue Not Reported-$30,905,347RevenueNotReportedAmt
Revenue Subtotal$547,022,569RevenueSubtotalAmt
Investment Expenses Not Incld$0InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$547,022,569TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$498,354,708TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$27,669,466OtherExpensesIncludedAmt
Expenses Not Reported$27,669,466ExpensesNotReportedAmt
Expenses Subtotal$470,685,242ExpensesSubtotalAmt
Investment Expenses Not Incld2$0InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$470,685,242TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part X, Line 2INCOME TAXES AND TAX STATUS - 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, 2018 and 2017, management has determined that there are no significant uncertain tax positions that would require recognition or disclosure in the accompanying consolidated financial statements.
Schedule D, Part XI, Line 2dEliminations of entities that are not part of the Institute of Electrical and Electronics Engineers, Inc.'s Form 990 consolidated return.
Schedule D, Part XII, Line 2dEliminations of entities that are not part of the Institute of Electrical and Electronics Engineers, Inc.'s Form 990 consolidated return.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (45 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesMember & Public Imperatives$433,619
Central America and the Caribbean00Program ServicesPeriodicals$632
Central America and the Caribbean00Program ServicesConferences$483,318
Central America and the Caribbean00Program ServicesStandards and Others$123,312
Central America and the Caribbean00Grantmaking$6,314
East Asia and the Pacific12Program ServicesMember & Public Imperatives$1,058,085
East Asia and the Pacific00Program ServicesPeriodicals$1,231
East Asia and the Pacific00Program ServicesConferences$24,454,087
East Asia and the Pacific00Program ServicesStandards and Others$774,545
East Asia and the Pacific00Grantmaking$95,742
Europe (including Iceland and Greenland)00Program ServicesMember & Public Imperatives$542,116
Europe (including Iceland and Greenland)00Program ServicesPeriodicals$12,215
Europe (including Iceland and Greenland)00Program ServicesConferences$18,023,371
Europe (including Iceland and Greenland)00Program ServicesStandards and Others$195,749
Europe (including Iceland and Greenland)00Grantmaking$119,348
Middle East and North Africa00Program ServicesMember & Public Imperatives$177,389
Middle East and North Africa00Program ServicesPeriodicals$2,231
Middle East and North Africa00Program ServicesConferences$251,072
Middle East and North Africa00Program ServicesStandards and Others$135,187
Middle East and North Africa00Grantmaking$6,757
North America (including Canada and Mexico, but not the United States)00Program ServicesMember & Public Imperatives$374,401
North America (including Canada and Mexico, but not the United States)00Program ServicesPeriodicals$1,893
North America (including Canada and Mexico, but not the United States)00Program ServicesConferences$5,377,489
North America (including Canada and Mexico, but not the United States)00Program ServicesStandards and Others$416,689
North America (including Canada and Mexico, but not the United States)00Grantmaking$21,765
Russia and the newly independent States11Program ServicesMember & Public Imperatives$61,541
Russia and the newly independent States00Program ServicesPeriodicals$90
Russia and the newly independent States00Program ServicesConferences$264,174
Russia and the newly independent States00Program ServicesStandards and Others$77,768
Russia and the newly independent States00Grantmaking$21,054
South America00Program ServicesMember & Public Imperatives$383,953
South America00Program ServicesPeriodicals$1,095
South America00Program ServicesConferences$1,180,459
South America00Program ServicesStandards and Others$255,897
South America00Grantmaking$5,643
South Asia00Program ServicesMember & Public Imperatives$663,427
South Asia00Program ServicesPeriodicals$2,748
South Asia00Program ServicesConferences$338,727
South Asia00Program ServicesStandards and Others$394,974
South Asia00Grantmaking$30,247
Sub-Saharan Africa00Program ServicesMember & Public Imperatives$62,423
Sub-Saharan Africa00Program ServicesPeriodicals$719
Sub-Saharan Africa00Program ServicesConferences$251,686
Sub-Saharan Africa00Program ServicesStandards and Others$143,455
Sub-Saharan Africa00Grantmaking$4,788
FieldValueIRS element (for citing)
Total Office2TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Total Spent$57,233,425TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxt
East Asia and the PacificEngineering Development$38,640Wire Transfer$0Not Applicable
Europe (including Iceland and Greenland)Engineering Development `$173,142Wire Transfer; Check$0Not Applicable
Europe (including Iceland and Greenland)Engineering Scholarship$14,652Wire Transfer$0Not Applicable
Europe (including Iceland and Greenland)Engineering Fellowship$6,000Wire Transfer$0Not Applicable
Europe (including Iceland and Greenland)Engineering Achievement Award$25,000Wire Transfer$0Not Applicable
South AmericaEngineering Development$20,800Wire Transfer; Check$0Not Applicable
South AsiaEngineering Development$15,000Check$0Not Applicable
Sub-Saharan AfricaEngineering Development$70,000Wire Transfer$0Not Applicable
FieldValueIRS element (for citing)
Total501c3 Org22Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (29 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Engineering ScholarshipCentral America and the Caribbean1$1,000Wire Transfers$0Not ApplicableNot Applicable
Engineering DevelopmentCentral America and the Caribbean4$5,148Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering Achievement AwardEast Asia and the Pacific268$113,641Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering DevelopmentEast Asia and the Pacific73$18,201Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering FellowshipEast Asia and the Pacific5$14,000Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering ScholarshipEast Asia and the Pacific6$6,500Wire Transfers$0Not ApplicableNot Applicable
Engineering Achievement AwardEurope (including Iceland and Greenland)243$189,042Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering DevelopmentEurope (including Iceland and Greenland)19$54,377Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering FellowshipEurope (including Iceland and Greenland)6$28,000Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering ScholarshipEurope (including Iceland and Greenland)7$32,091Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering Achievement AwardMiddle East and North Africa13$7,977Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering DevelopmentMiddle East and North Africa4$1,990Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering FellowshipMiddle East and North Africa1$1,000Checks$0Not ApplicableNot Applicable
Engineering Achievement AwardNorth America (including Canada and Mexico, but not the United States)80$26,360Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering DevelopmentNorth America (including Canada and Mexico, but not the United States)12$16,755Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering FellowshipNorth America (including Canada and Mexico, but not the United States)1$1,000Checks$0Not ApplicableNot Applicable
Engineering ScholarshipNorth America (including Canada and Mexico, but not the United States)4$3,711Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering Achievement AwardRussia and the newly independent States7$4,105Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering DevelopmentRussia and the newly independent States3$1,171Checks
Engineering FellowshipRussia and the newly independent States1$1,000Checks$0Not ApplicableNot Applicable
Engineering ScholarshipRussia and the newly independent States2$2,500Wire Transfers$0Not ApplicableNot Applicable
Engineering Achievement AwardSouth America11$5,217Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering DevelopmentSouth America10$6,899Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering ScholarshipSouth America1$320Checks$0Not ApplicableNot Applicable
Engineering Achievement AwardSouth Asia42$29,671Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering DevelopmentSouth Asia11$15,593Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering ScholarshipSouth Asia29$29,000Wire Transfers$0Not ApplicableNot Applicable
Engineering Achievement AwardSub-Saharan Africa6$2,120Checks; Wire Transfers$0Not ApplicableNot Applicable
Engineering DevelopmentSub-Saharan Africa2$1,200Checks$0Not ApplicableNot Applicable
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
IEEE Foundation Inc
445 Hoes LanePiscatawayNJ08854231710664501(c)(3)$2,852,540$0Not ApplicableNot ApplicableEngineering Development
AFCCE Scholarship Fund
1200 New York Ave NWWashingtonDC20005521126368501(c)(6)$25,000$0Not ApplicableNot ApplicableEngineering Scholarship
American Automatic Control Council
Care Of Linda Bushnell UW EESeattleWA981952500116017940501(c)(3)$6,000$0Not ApplicableNot ApplicableEngineering Development185 NE Stevens Way
Applied Superconductivity Conference Inc
2415 Stratton DrPotomacMD208546228311627361501(c)(3)$49,000$0Not ApplicableNot ApplicableEngineering Development
Curators of the University of Missouri
300 West 12 StreetRollaMO65409436006859501(c)(3)$15,000$0Not ApplicableNot ApplicableEngineering Achievement Award202 Centennial Hall
Georgia Tech Research Corporation
PO Box 100117AtlantaGA30384580603146501(c)(3)$12,000$0Not ApplicableNot ApplicableEngineering Development
Indian Hills Community College Foundation
525 Grandview AveOttumwaIA52501237414672501(c)(3)$6,000$0Not ApplicableNot ApplicableEngineering Development
Marshall University Research Corporation
One John Marshall DriveHuntingtonWV25755550683361501(c)(3)$11,637$0Not ApplicableNot ApplicableEngineering Development
Massachusetts Institue of Technology
Cashiers OfficeCambridgeMA02139042103594501(c)(3)$68,425$0Not ApplicableNot ApplicableEngineering Development77 Massachusetts Ave
National Electronics Museum Inc
1745 W Nursery RdLinthicumMD21090521226197501(c)(3)$30,000$0Not ApplicableNot ApplicableEngineering Development
National Council on Radiation Protection and Measurement
7910 Woodmont Ave Suite 400BethesdaMD20814520806696501(c)(3)$6,000$0Not ApplicableNot ApplicableEngineering Development
Santa Clara University
500 El Camino RealSanta ClaraCA95053941156617501(c)(3)$10,000$0Not ApplicableNot ApplicableEngineering Development
SDSN Association Inc
475 Riverside DriveNew YorkNY10115473511012501(c)(3)$25,000$0Not ApplicableNot ApplicableEngineering DevelopmentSuite 350
Seeding Labs A Nonprofit Corporation
60 Milk Street 16 FloorBostonMA02109108267613501(c)(3)$110,000$0Not ApplicableNot ApplicableEngineering Development
Texas A & M Engineering Experiment Station
Eastmark CentreCollege StationTX77840741974733501(c)(3)$8,000$0Not ApplicableNot ApplicableEngineering Development7607 Eastmark Drive Suite 112
The Rector & Visitors of the University of Virginia
1001 North Emmet StCharlottesvilleVA229044195546001796501(c)(3)$15,000$0Not ApplicableNot ApplicableEngineering FellowshipPO Box 400195
University of Nevada Las Vegas Foundation
4505 S Maryland ParkwayLas VegasNV89154942790134501(c)(3)$40,000$0Not ApplicableNot ApplicableEngineering Development
Universidad Metropolitana SUAGM
Institutional Development OfficeSan JuanPR00928660201206501(c)(3)$9,750$0Not ApplicableNot ApplicableEngineering ScholarshipPO Box 21150
FieldValueIRS element (for citing)
Total501c3 Org17Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Engineering Achievement Award261$307,453$0Not ApplicableNot Applicable
Engineering Development36$62,974$0Not ApplicableNot Applicable
Engineering Fellowship21$366,015$0Not ApplicableNot Applicable
Engineering Scholarship12$14,500$0Not ApplicableNot Applicable

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationIEEE, through its Awards Board, establishes policies and procedures to provide for the orderly development and implementation of awards, scholarships, and recognition programs. The awards administered by the Awards Board and its committees are approved by the Board of Directors. The Board of Directors has delegated approval authority, in accordance with the established policies and procedures, to those major boards having chartered Awards and Recognition Committees.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Stephen Welby
Assistant Secretary & Executive Director$616,562$0$0$0$41,418$0$186,438$0$500$0$844,918$0$0$0
E James Prendergast -See Schedule O
Assistant Secretary & Executive Director$118,183$0$200,000$0$880,326$0$27,023$0$256$0$1,225,788$0$684,415$0
Thomas R Siegert
Assistant Treasurer, Staff Executive & CFO$417,219$0$121,500$0$27,699$0$36,500$0$8,877$0$611,795$0$0$0
Mary Ward-Callan
Managing Director - Technical Activities$377,069$0$58,250$0$55,596$0$36,500$0$9,333$0$536,748$0$0$0
Michael B Forster
Managing Director - Publications$349,525$0$61,800$0$24,488$0$21,313$0$6,658$0$463,784$0$0$0
Donna Hourican
Staff Executive Corporate Activities$301,763$0$49,640$0$21,487$0$36,500$0$0$0$409,390$0$0$0
Karen L Hawkins
Chief Marketing Officer$286,175$0$42,450$0$20,890$0$36,500$0$8,004$0$394,019$0$0$0
Cherif Amirat
Chief Information Officer$343,826$0$51,300$0$12,748$0$36,500$0$11,746$0$456,120$0$0$0
Cecelia Jankowski
Managing Director Member & Geographic Activities$298,180$0$40,810$0$18,280$0$36,500$0$3,599$0$397,369$0$0$0
Konstantinos Karachalios
Managing Director - IEEE Standards$386,594$0$58,350$0$36,538$0$36,500$0$0$0$517,982$0$0$0
Francis Staples
Senior Director Global Sales & Customer Operations$189,908$0$198,556$0$31,616$0$36,500$0$9,544$0$466,124$0$0$0
Emily Csernica
Director North America Sales$111,490$0$312,651$0$25,081$0$21,313$0$8,265$0$478,800$0$0$0
Jean Jennings
Director - International Sales$166,240$0$207,529$0$44,530$0$36,500$0$4,060$0$458,859$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1aFIRST-CLASS TRAVEL: In accordance with Policy, business class fares are permissible, if budgeted by the organizational unit, and if the flying time is over eight consecutive hours for a single segment or over eight hours flying time where a layover is required. Business class is defined as an intermediate class above economy class but below first class. In all cases individuals are encouraged to purchase upgradeable coach class fares and use miles or coupons to upgrade to business class. Permission to travel business class for medical reasons may be granted by the President. If first class is the only available class other than economy class, reimbursement shall occur only when all criteria to travel business class have been met and permission is granted by the unit Vice President or President, or, in the case of Staff, the IEEE Executive Director. All reimbursed first class fares shall be reported to the IEEE Audit Committee. The following listed persons were reimbursed for first class travel or business first class travel in 2018 including Konstantinos Karachalios, Managing Director IEEE Standards; Francis Staples, Senior Director Global Sales & Customer Operations; and Jean Jennings, Director- International Sales. No part of these reimbursements was treated as taxable compensation. TRAVEL FOR COMPANIONS: In accordance with Policy, due to the extensive travel required by the IEEE President, the IEEE President is reimbursed for reasonable, budgeted travel expenses for his/her spouse or other travel companion when accompanying the President on IEEE business James Jefferies, as President & CEO in 2018, received reimbursement in 2018 for spousal travel incurred in 2018. These reimbursements were treated as taxable compensation and reported on Form 1099MISC. Employees are not reimbursed for travel expenses of companions. TAX INDEMNIFICATION AND GROSS UP PAYMENTS: In accordance with Policy, the IEEE President is paid a cash gross up payment to cover any foreign or United States federal, state or local income taxes applicable to the aggregate value of X (the spouse or other travel companion travel expense reimbursement), plus Y (the cash gross up payment). James Jefferies, as President & CEO in 2018, received a tax indemnification and gross-up payment in 2018 for spousal travel incurred in 2018. This payment was treated as taxable compensation and reported on Form 1099MISC.
Schedule J, Part I, Line 3The IEEE Board of Directors, through its external legal counsel engaged a Compensation Consultant to provide the Board with consulting advice and market comparability data about executive compensation to enable the Board to establish a rebuttable presumption of reasonableness under Intermediate Sanctions Legislation ("Section 4958"). A committee consisting of the IEEE President & CEO, the IEEE Past President, and the IEEE President-Elect (The Executive Performance and Compensation Committee) is charged with evaluating the total compensation package of the IEEE Executive Director (ED) and Chief Operations Officer (COO) and a committee of Independent Board members and non-board members (The IEEE Employee Benefits & Compensation Committee) is charged with evaluating the total compensation package of the other selected executives and Board members, called "Disqualified Persons,"excluding the IEEE ED & COO. The Compensation Consultant provided these committees with valid comparable market data from published sources for comparable positions from both tax-exempt and for-profit organizations. The assessment was conducted at the total rewards level and included all compensation components. External market comparisons were based on two primary sources of data: (1) Form 990 filings for a group of peer organizations identified by the 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 select comparable organizations: (1) NTEE code: (a) general science institutions (b) Engineering and Technology Services (c) Professional Society and (d) Research institutions; (2) Income and assets; (3) Employee Size. Once organizations were screened using that criteria, the following information was collected: (a) whether the organization has international presence, (b) whether they are a standard-setting organization; (c) whether they have a significant publishing activity; and (4) the extent of its focus on contract research. The Committees then review individual and market data. The Committees then debated and documented its decisions about what is reasonable and its decision-making process for multiple disqualified persons. The Compensation Consultant then provided a "presumption of reasonable compensation" letter for the IEEE's files. DISQUALIFIED INDIVIDUALS include the following: 1. The IEEE Board of Directors; 2. Executive Director and Chief Operating Officer (COO), IEEE (Stephen Welby, MBA, M.S.); 3. Chief Financial Officer and Acting Chief Human Resources Officer (Thomas Siegert, MBA, CPA); 4. Staff Executive, Corporate Activities (Donna Hourican); 5. Managing Director, Publications (Michael Forster, M. Eng.); 6. Chief Information Officer (Cherif Amirat, MBA, Ph.D.); 7. Chief Marketing Officer (Karen Hawkins); 8. Managing Director, Technical Activities (Mary Ward-Callan, MSEE,CAE); 9. Managing Director, Membership & Geographic Activities (Cecelia Jankowski, MBA.,M.S.); 10. Managing Director, Standards Association (Konstantinos Karachalios, Ph.D.); 11. Managing Director, Educational Activities (James Moesch, MBA) 12. Managing Director, IEEE-USA (Chris Brantley, Esq.); 13. General Counsel and Chief Compliance Officer (Eileen Lach, Esq. from January to April 2018, Jack Bailey, Esq. assumed the position from April to December 2018); 14. Senior Director, Global Sales & Customer Operations (Francis Staples, MBA); 15. Lead Director, Professional Education & Services (Jonathan Dahl); 16. Executive Director, IEEE Foundation (Karen Galuchie); 17. Senior Manager, Strategic Programs (Elisabeth Surmont - family of disqualified person); 18. Sales Representative (Thomas M. Callan - family of disqualified person)
Schedule J, Part I, Line 4E James Prendergast, Executive Director & COO (employment ended on January 2, 2018) and Stephen Welby, Executive Director & COO (assumed the position from January 2, 2018) are the only participants in a nonqualified, unfunded, deferred compensation plan under section 457(f) of the IRS code. Column C of Part II, Schedule J, Retirement and Other Deferred Compensation, includes 2018 tax year's accrual amounts $150,000 for Stephen Welby. Column F of Part II, Schedule J, Compensation in Column (B) Reported as deferred on prior Form 990, includes $684,415 for E James Prendergast
Schedule J, Part I, Line 5Emily Csernica $262,651 Commissions; Jean Jennings $197,529 Commissions; and Francis Stapes $188,556 Commissions
Schedule J, Part IICOLUMN B(iii)-OTHER REPORTABLE COMPENSATION: Other Reportable Compensation includes if applicable, payments related to Severance, Vacation Payout, IRS Sec. 457(b) Plan, IRS Sec. 457(f) Plan, Defined Contribution Cash Payout, and Long Term Disability Premiums.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Thomas M Callan
Family Member of Current Key Employee Mary Ward-Callan$70,668Employment0
Beth Surmont Expires tax year 2019
Family Member of Former Key Employee Elena Gerstmann$87,310Employment0
Susan Walsh Expires tax year 2021
Family Member of Current Director & Secretary of IEEE, William P. Walsh$8,750Independent Contractor0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 6IEEE has a total of 422,460 members in 2018 over 160 countries around the world.
Form 990, Part VI, Section A, Line 7aThe members of IEEE elect the directors of IEEE in accordance with the governing documents.
Form 990, Part VI, Section A, Line 7bAmendments to the Constitution are subject to approval by the voting members of the organization. Voting members are those members of Member grade or above as defined in the bylaws. The Constitution was last amended in 2004.
Form 990, Part VI, Section B, Line 11bBefore the Form 990 is filed with the IRS it is reviewed by the Executive Director, Past President, Treasurer, Past Treasurer, Audit Committee and the CFO/Assistant Treasurer. The return is then posted to a website accessible by the IEEE Board of Directors. Questions and comments from the Board are acted upon.
Form 990, Part VI, Section B, Line 12cIEEE requires that officers and directors submit conflict of interest disclosure form which is reviewed for both positive and negative responses for potential conflict of interest. All IEEE employees are required to complete an annual training course and those with authority to make financial expenditures are required to submit a disclosure form. The result of an officer or director not completing a required conflict of interest disclosure form is removal from service on the committee or board.
Form 990, Part VI, Section B, Line 15The IEEE Board of Directors, through its external legal counsel engaged a Compensation Consultant to provide the Board with consulting advice and market comparability data about executive compensation to enable the Board to establish a rebuttable presumption of reasonableness under Intermediate Sanctions Legislation ("Section 4958"). A committee consisting of the IEEE President & CEO, the IEEE Past President, and the IEEE President-Elect (The Executive Performance and Compensation Committee) is charged with evaluating the total compensation package of the IEEE Executive Director (ED) and Chief Operations Officer (COO) and a committee of Independent Board members and non-board members (The IEEE Employee Benefits & Compensation Committee) is charged with evaluating the total compensation package of the other selected executives and Board members, called "Disqualified Persons,"excluding the IEEE ED & COO. The Compensation Consultant provided these committees with valid comparable market data from published sources for comparable positions from both tax-exempt and for-profit organizations. The assessment was conducted at the total rewards level and included all compensation components. External market comparisons were based on two primary sources of data: (1) Form 990 filings for a group of peer organizations identified by the 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 select comparable organizations: (1) NTEE code: (a) general science institutions (b) Engineering and Technology Services (c) Professional Society and (d) Research institutions; (2) Income and assets; (3) Employee Size. Once organizations were screened using that criteria, the following information was collected: (a) whether the organization has international presence, (b) whether they are a standard-setting organization; (c) whether they have a significant publishing activity; and (4) the extent of its focus on contract research. The Committees then review individual and market data. The Committees then debated and documented its decisions about what is reasonable and its decision-making process for multiple disqualified persons. The Compensation Consultant then provided a "presumption of reasonable compensation" letter for the IEEE's files. DISQUALIFIED INDIVIDUALS include the following: 1. The IEEE Board of Directors; 2. Executive Director and Chief Operating Officer (COO), IEEE (Stephen Welby, MBA, M.S.); 3. Chief Financial Officer and Acting Chief Human Resources Officer (Thomas Siegert, MBA, CPA); 4. Staff Executive, Corporate Activities (Donna Hourican); 5. Managing Director, Publications (Michael Forster, M. Eng.); 6. Chief Information Officer (Cherif Amirat, MBA, Ph.D.); 7. Chief Marketing Officer (Karen Hawkins); 8. Managing Director, Technical Activities (Mary Ward-Callan, MSEE,CAE); 9. Managing Director, Membership & Geographic Activities (Cecelia Jankowski, MBA.,M.S.); 10. Managing Director, Standards Association (Konstantinos Karachalios, Ph.D.); 11. Managing Director, Educational Activities (James Moesch, MBA) 12. Managing Director, IEEE-USA (Chris Brantley, Esq.); 13. General Counsel and Chief Compliance Officer (Eileen Lach, Esq. from January to April 2018, Jack Bailey, Esq. assumed the position from April to December 2018); 14. Senior Director, Global Sales & Customer Operations (Francis Staples, MBA); 15. Lead Director, Professional Education & Services (Jonathan Dahl); 16. Executive Director, IEEE Foundation (Karen Galuchie); 17. Senior Manager, Strategic Programs (Elisabeth Surmont - family of disqualified person); 18. Sales Representative (Thomas M. Callan - family of disqualified person)
Form 990, Part VI, Section C, Line 19The IEEE Governing documents, conflict of interest policy and financial statements are available on the IEEE website and to the public upon request.
Form 990, Part VII, Section A, Line 1aFor each person listed in Column A who is an Officer or Director, the average hours per week is stated as 10; however, the actual hours per week vary between 10 and 40. For each person listed as a Director, the average hours per week is stated as 5; however, the actual hours per week vary between 5 and 20. For each person listed who is an employee, the average number of hours per week is stated as 40; however, the actual hours per week vary between 40 and 80.
Form 990, Part VII, Section A, Line 1bE James Prendergast's employment with IEEE ended on January 2, 2018, while Stephen Welby assumed the position as Assistant Secretary and Executive Director on January 2, 2018.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
IEEE Broadcast Technology Convention LLC
445 Hoes LanePiscatawayNJ08854131656633Partner of a UK partnership operating a conference.DE$1,082,233$1,102,849Institute of Electrical and Electronics Engineers Inc
IEEE International LLC
445 Hoes LanePiscatawayNJ08854450570011Non-Profit activities - Scientific & EducationalDE$0$233,000Institute of Electrical and Electronics Engineers Inc
IEEE Global LLC
445 Hoes LanePiscatawayNJ08854131656633Non-Profit activities - Scientific and EducationalDE$57$18,062Institute of Electrical and Electronics Engineers Inc

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtForeign PostalForeignAddress/ForeignPostalCd
IEEE Foundation Inc
445 Hoes LanePiscatawayNJ08854237310664Encourage technological development in engineering.NY501(c)(3)7N/A0
IEEE Asia-Pacific Limited
Scientific & Educational501(c)(3)10N/A01 Fusionopolis Walk04-07 South Tower SolarisSingaporeSNSN
IEEE Worldwide Limited
445 Hoes LanePiscatawayNJ08854463332937Scientific & EducationalNY501(c)(3)100Institute of Electrical and Electronics Engineers Inc
Global IEEE Institute for Engineers India
Scientific & Educational501(c)(3)10N/A026/1 5th Floor WTC Brigade GatewayDR Rajkumar Road Malleswaram WestBangaloreININ560 055
IEEE Technology Centre GmbH
Engage in research development and innovation in the field of engineering501(c)(3)100Heinestrasse 38ViennaAUAUInstitute of Electrical and Electronics Engineers Inc

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
IEEE Inc
445 Hoes LanePiscatawayNJ08854208766830Support services, 813000 Business Activity Code, Administrative, Marketing & Promotion.DEInstitute of Electrical and Electronics Engineers IncC$1,888,817$36,115,3821Yes (1)
IEEE Europe GmbH
Support services, 813000 Business Activity Code, Administrative, Marketing & PromotionInstitute of Electrical and Electronics Engineers IncC$8,668$010c/o Fiducia-Intergest SARue Joseph-GiradCarougeSZ24-1227SZ
Institute of Electrical And Electronics Engineers (IEEE) Latin America SA
Support services, 813000 Business Activity Code, Administrative, Marketing and PromotionInstitute of Electrical and Electronics Engineers IncC$0$2,32910co Posadas Posadas and VecinoJuncal 1305 Floor 21MontevideoUYCP11000UY
IEEE GlobalSpec Inc
201 Fuller Road Suite 202AlbanyNY12203141816368Online advertising, website, and catalog engineeringNYIEEE IncC$29,041,350$23,441,3671Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
IEEE Inc
a-i$1,927,150Accrual
IEEE GlobalSpec Inc
a-i$151,232Accrual
IEEE Inc
d$40,494,980Accrual
IEEE GlobalSpec Inc
d$4,891,778Accrual

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