INTERNATIONAL SOCIETY OF AUTOMATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL SOCIETY OF AUTOMATION (EIN 25-0921042)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202523119349302272
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T10:46:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE STREET SUITE 800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250921042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL SOCIETY OF AUTOMATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 9195498411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3252 SOUTH MIAMI BLVD SUITE 102 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAIRE FALLON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9195498411 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRINE A WARLICK | PreparerPersonNm |
| PTIN | P02065266 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Preparation | 2025-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLAIRE FALLON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3252 SOUTH MIAMI BLVD SUITE 102 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,305,101 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 8522 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ISA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | EMPOWERING THE GLOBAL AUTOMATION COMMUNITY THROUGH STANDARDS AND KNOWLEDGE SHARING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 72 | TotalEmployeeCnt |
| Total Volunteers | 2100 | TotalVolunteersCnt |
| Total Gross UBI | $376,992 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,205,080 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,480,410 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,664,210 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,157,341 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,976,673 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,975,004 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,638,134 | PYOtherRevenueAmt |
| CY Other Revenue | $2,574,836 | CYOtherRevenueAmt |
| PY Total Revenue | $16,484,097 | PYTotalRevenueAmt |
| CY Total Revenue | $17,187,591 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $164,390 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $77,653 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,202,238 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,695,371 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,931,329 | PYOtherExpensesAmt |
| CY Other Expenses | $7,990,340 | CYOtherExpensesAmt |
| PY Total Expenses | $15,297,957 | PYTotalExpensesAmt |
| CY Total Expenses | $16,763,364 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,186,140 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $424,227 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,458,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,530,282 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,801,489 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,648,877 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,656,655 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,881,405 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INTERNATIONAL SOCIETY OF AUTOMATION (ISA) IS A NON-PROFIT PROFESSIONAL ASSOCIATION FOUNDED IN 1945 TO CREATE A BETTER WORLD THROUGH AUTOMATION. ISA EMPOWERS THE GLOBAL AUTOMATION COMMUNITY THROUGH STANDARDS AND KNOWLEDGE SHARING, DRIVING THE ADVANCEMENT OF INDIVIDUAL CAREERS AND THE OVERALL PROFESSION. ISA DEVELOPS WIDELY USED GLOBAL STANDARDS; CERTIFIES PROFESSIONALS; PROVIDES EDUCATION AND TRAINING; PUBLISHES BOOKS AND TECHNICAL ARTICLES; HOSTS CONFERENCES AND EXHIBITS; AND PROVIDES NETWORKING AND CAREER DEVELOPMENT PROGRAMS FOR ITS MEMBERS AND CUSTOMERS AROUND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,027,330 | ExpenseAmt |
| Revenue | $7,716,945 | RevenueAmt |
| Desc | TRAINING SERVICES AND CERTIFICATIONS: THE SOCIETY OFFERS A BROAD RANGE OF TRAINING TOPICS FROM FOUNDATIONAL KNOWLEDGE TO ADVANCED CONCEPTS TO COMPANIES AND INDIVIDUALS INVOLVED IN AUTOMATION. TRAINING IS OFFERED AT THE SOCIETY'S HEADQUARTERS FACILITY, AT SITES THROUGHOUT THE WORLD, AT CUSTOMER LOCATIONS, AND THROUGH DISTANCE LEARNING PROGRAMS. THE SOCIETY MAINTAINS TWO PROFESSIONAL CERTIFICATION PROGRAMS, CERTIFIED CONTROL SYSTEM TECHNICIAN (CCST) AND CERTIFIED AUTOMATION PROFESSIONAL (CAP), BOTH WITH TRAINING AND TESTING OFFERINGS. THE SOCIETY DERIVES REVENUE BY CHARGING TRAINING AND CERTIFICATION PARTICIPANTS REGISTRATION AND RENEWAL FEES TO OFFSET THE COST OF THE PROGRAMS. A DIRECTORY OF CERTIFIED INDIVIDUALS IS AVAILABLE ON THE ISA.ORG WEBSITE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,147,275 | ExpenseAmt |
| Grant | $77,653 | GrantAmt |
| Revenue | $237,719 | RevenueAmt |
| Desc | MEMBER SERVICES: MEMBER SERVICES INCLUDE ALL EFFORTS TO PROVIDE AND SUPPORT MEMBER BENEFITS AND THE ADMINISTRATION OF LEADERSHIP STRUCTURE OF THE SOCIETY. THIS PROGRAM INCLUDES DUES REVENUE FOR SOCIETY MEMBERSHIP. ADDITIONAL REVENUE IS ORIGINATED FROM ROYALTIES AND THE SALE OF LOGO MERCHANDISE. ALL EXPENSES RELATED TO THE SOCIETY GOVERNANCE, SUPPORT OF LOCAL SECTIONS, ADMINISTRATIVE MEETINGS, AND THE SUPPORT OF VOLUNTEER EFFORTS IS INCLUDED IN THIS PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,210,503 | ExpenseAmt |
| Revenue | $1,310,737 | RevenueAmt |
| Desc | TRADE MEDIA (AUTOMATION.COM): THE SOCIETY PRODUCES DIGITAL MEDIA AND ADVERTISING TO ASSIST AUTOMATION PROFESSIONALS TO IMPROVE THEIR FACTORIES AND PROCESSES, SOLVE PROBLEMS, AND IMPROVE PRODUCTION EFFICIENCIES BY PROVIDING THE MOST CURRENT INDUSTRY NEWS, INFORMATION, AND RESOURCES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $829,464 | $939,272 | GLOBAL CYBERSECURITY ALLIANCE: THE GCA IS A COLLABORATIVE FORUM TO ADVANCE CYBERSECURITY AWARENESS, EDUCATION, READINESS, AND KNOWLEDGE SHARING. MEMBERSHIP IS OPEN TO ANY ORGANIZATION INVOLVED IN INDUSTRIAL CYBERSECURITY. INITIATIVES INCLUDE EXPANDING THE DEVELOPMENT AND USE OF INDUSTRY STANDARDS, CREATING EDUCATION PROGRAMS, ADVOCATING FOR AWARENESS, AND SENSIBLE APPROACHES WITH WORLD GOVERNMENTS AND REGULATORY BODIES. |
| $988,014 | $650,340 | EVENTS AND CONFERENCES: ISA CONFERENCES, WEBINARS, AND ISA CONNECT LIVE SESSIONS COVER A VARIETY OF TOPICS IN INDUSTRIAL AUTOMATION BY PROVIDING ATTENDEES WITH INSIGHT INTO KEY OPERATIONAL AND BUSINESS TOPICS THROUGH ONLINE SESSIONS, PANELS WITH LIVE Q&A, EXHIBITS, AS WELL AS NETWORKING AND CHAT OPPORTUNITIES. THE ISA AUTOMATION SUMMIT AND EXPO (ASE) IS THE AUTOMATION EVENT OF THE YEAR COMBINING ISA'S LEADERSHIP CONFERENCE WITH THE BEST TECHNICAL PRESENTATIONS FROM ITS AUTOMATION CONFERENCE SERIES INTO AN UNPARALLELED EVENT EXPERIENCE. |
| $241,443 | $148,051 | JOURNALS (INTECH): INTECH MAGAZINE DIGITAL AND INTECH PLUS NEWSLETTER PROVIDE THE MOST THOUGHT-PROVOKING, IN-DEPTH, AND CREDIBLE COVERAGE OF AUTOMATION TECHNOLOGIES, APPLICATIONS, AND STRATEGIES TO HELP AUTOMATION PROFESSIONALS SUCCEED.WRITTEN FOR ENGINEERS, MANAGERS, AND OTHER AUTOMATION DECISION MAKERS, THE INTECH FAMILY OF PUBLICATIONS DELIVERS PRACTICAL SOLUTIONS TO AUTOMATION PROFESSIONALS' ON-THE-JOB CHALLENGES. |
| $751,411 | $307,821 | STANDARDS: ISA STANDARDS HELP AUTOMATION PROFESSIONALS STREAMLINE PROCESSES AND IMPROVE INDUSTRY SAFETY, EFFICIENCY, AND PROFITABILITY. OVER 150 STANDARDS REFLECT THE EXPERTISE FROM OVER 4,000 INDUSTRY EXPERTS AROUND THE WORLD. SINCE 1949, ISA HAS BEEN RECOGNIZED AS THE EXPERT SOURCE FOR AUTOMATION AND CONTROL SYSTEMS CONSENSUS INDUSTRY STANDARDS. MORE THAN 4,000 INDIVIDUALS COOPERATING WITH MORE THAN 140 COMMITTEES, SUBCOMMITTEES, WORKING GROUPS AND TASK FORCES ARE INVOLVED IN ISA STANDARDS. THEY'RE DEVELOPING STANDARDS IN AREAS AS DIVERSE AS ENSURING THE SAFETY OFELECTRICAL EQUIPMENT USED IN HAZARDOUS LOCATIONS TO COST-SAVINGS FOR INTERFACES BETWEEN INDUSTRIAL PROCESS CONTROL COMPUTERS AND SUBSYSTEMS. |
| $418,837 | $205,939 | BOOKS AND PROCEEDINGS: BOOKS: ISA BOOKS BRING YOU THE MOST AUTHORITATIVE TECHNICAL RESOURCES IN AUTOMATION. RELYING ON SUBJECT-MATTER EXPERTS IN THE FIELD TO WRITE AND REVIEW BOOKS ON CURRENT AND EMERGING TECHNOLOGIES AND APPLICATIONS, ISA PROVIDES AVARIETY OF TITLES FOR ENGINEERS, TECHNICIANS, MANAGERS, SALES AND MARKETING PROFESSIONALS, AND ACADEMICS. ISA TRANSACTIONS: ISA TRANSACTIONS IS A JOURNAL OFADVANCES AND STATE-OF-THE-ART IN THE SCIENCE AND ENGINEERING OF MEASUREMENT AND AUTOMATION, OF VALUE TO LEADING-EDGE INDUSTRIAL PRACTITIONERS AND APPLIED RESEARCHERS. |
| $694,843 | $0 | BUSINESS DEVELOPMENT: THE SOCIETY'S STRATEGIC PLANNING PROCESS IDENTIFIES AREAS OF FOCUS FOR ORGANIZATIONAL GROWTH BASED UPON INDUSTRY AND MEMBER TRENDS. RECENTLY, CYBERSECURITY, EVENTS AND PARTNERSHIPS WERE IDENTIFIED AS AREAS FOR GROWTH AND STRATEGIC OPPORTUNITIES. AS A RESULT, THE SOCIETY HAS FOCUSED ITS RESOURCES IN DEVELOPING MARKETS FOR BOTH EXISTING AND NEW PRODUCT LINES WHICH SUPPORT THESE INITIATIVES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,924,012 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,251,423 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $11,309,120 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 118 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 72 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | NL | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT PYTELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9199909439 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3252 SOUTH MIAMI BLVD SUITE 102 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27703 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PRABHU SOUNDARRAJAN | |||||||||
| PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SCOTT REYNOLDS | |||||||||
| PRESIDENT-ELECT, SECRETARY | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARTY BINCE | |||||||||
| PAST PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ARDIS BARTLE | |||||||||
| TREASURER | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SOLIMAN ALMADI | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCISCO DIAZ-ANDREU | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLAS ERICKSON | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| COLLEEN GOLDSBOROUGH | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VIVEK GUPTA | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANK IYER | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MAXYM LACHANCE | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID LEE | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD NARANJO | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY RIEDEL | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MEGAN SAMFORD | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAGDISH SHUKLA | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUJATA TILAK | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF WINTER | |||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAIRE FALLON | |||||||||
| CEO | 40.00 | 10.00 | Yes (X) | Yes (X) | $450,072 | $0 | $33,909 | ||
| MICHELA COBB | |||||||||
| CFO | 40.00 | 5.00 | Yes (X) | $232,295 | $0 | $25,334 | |||
| RICK ZABEL | |||||||||
| MANAGING DIRECTOR OF AUTOM | 40.00 | 0.00 | $232,590 | $0 | $25,645 | Yes (X) | |||
| ELIZABETH NEIMAN | |||||||||
| MANAGING DIRECTOR, STRATEGIC ENGAGEMENT | 40.00 | 0.00 | $240,325 | $0 | $20,880 | Yes (X) | |||
| DALTON WILSON | |||||||||
| DIRECTOR OF EDUCATION | 40.00 | 0.00 | $182,421 | $0 | $31,747 | Yes (X) | |||
| ANDRE RISTAINO | |||||||||
| MANAGING DIRECTOR, CONSORTIA | 40.00 | 10.00 | $193,766 | $0 | $29,439 | Yes (X) | |||
| EDWARD MANNS | |||||||||
| MANAGING DIRECTOR OF EXTERNAL AFFAIRS | 40.00 | 0.00 | $176,038 | $0 | $32,639 | Yes (X) | |||
| CHARLES ROBINSON | |||||||||
| DIRECTOR OF STANDARDS | 40.00 | 0.00 | $171,762 | $0 | $29,462 | Yes (X) | |||
| JASON WAMPLER | |||||||||
| MANAGING DIRECTOR OF IT | 40.00 | 0.00 | $186,767 | $0 | $40,033 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,066,036 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $269,088 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PROCTORU INC | |||||
| 7901 JONES BRANCH DRIVE 330 | MCLEAN | VA | 22102 | EXAM CREDENTIALING | $516,211 |
| FUSIONSPAN | |||||
| 12300 TWINBROOK PKWY | ROCKVILLE | MD | 20852 | IT CONSULTING | $287,631 |
| BUSINESS RISK MANAGEMENT CONSULTING | |||||
| 5775 GATES ROAD | SANTA ROSA | CA | 95404 | CONSULTING | $272,168 |
| GLOBAL SOFTWARE ENGINEERING | |||||
| 410 SANCTUARY POINT | GRAYSVILLE | TN | 37338 | CONSULTING | $269,789 |
| CARROLL & WEISS LLP | |||||
| 2870 PEACHTREE ROAD NW SUITE 193 | ATLANTA | GA | 30305 | LEGAL SERVICES | $252,195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,474,325 | MembershipDuesAmt |
| All Other Contributions | $6,085 | AllOtherContributionsAmt |
| Total Contributions | $1,480,410 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| REGISTRATION FEES | 561499 | $8,221,013 | $7,844,021 | $376,992 |
| SPONSORSHIPS | 561499 | $1,429,280 | $1,429,280 | |
| TRADE MEDIA | 561499 | $1,310,737 | $1,310,737 | |
| ADVERTISING | 541800 | $147,877 | $147,877 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,434 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,434 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,157,341 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $689,455 | TotalRevenueColumnAmt |
| Exclusion | $689,455 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,838,361 | TotalRevenueColumnAmt |
| Exclusion | $1,838,361 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,219,606 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,934,057 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,285,549 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,285,549 | TotalRevenueColumnAmt |
| Exclusion | $1,285,549 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $692,228 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $183,453 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $508,775 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $508,775 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSED EXPENSES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $54,356 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,356 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $173,344 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $173,344 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $227,700 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,187,591 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,516,824 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $376,992 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,813,365 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,000 | TotalAmt |
| Program Services | $7,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,053 | TotalAmt |
| Program Services | $24,053 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,600 | TotalAmt |
| Program Services | $46,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,261,050 | TotalAmt |
| Program Services | $1,261,050 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,417,592 | TotalAmt |
| Program Services | $3,610,279 | ProgramServicesAmt |
| Management And General | $1,807,313 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,441 | TotalAmt |
| Program Services | $464,443 | ProgramServicesAmt |
| Management And General | $211,998 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,340,288 | TotalAmt |
| Program Services | $978,288 | ProgramServicesAmt |
| Management And General | $362,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,573 | TotalAmt |
| Management And General | $59,573 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,053 | TotalAmt |
| Management And General | $79,053 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,064 | TotalAmt |
| Program Services | $803,175 | ProgramServicesAmt |
| Management And General | $146,889 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,923 | TotalAmt |
| Program Services | $61,265 | ProgramServicesAmt |
| Management And General | $476,658 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,096 | TotalAmt |
| Program Services | $434,476 | ProgramServicesAmt |
| Management And General | $77,620 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $887,015 | TotalAmt |
| Program Services | $187,619 | ProgramServicesAmt |
| Management And General | $699,396 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,543 | TotalAmt |
| Program Services | $119,543 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,050 | TotalAmt |
| Program Services | $89,306 | ProgramServicesAmt |
| Management And General | $110,744 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,088 | TotalAmt |
| Program Services | $323,632 | ProgramServicesAmt |
| Management And General | $51,456 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,610 | TotalAmt |
| Program Services | $626,610 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,018 | TotalAmt |
| Program Services | $73,018 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,522 | TotalAmt |
| Program Services | $60,955 | ProgramServicesAmt |
| Management And General | $623,567 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,567 | TotalAmt |
| Management And General | $91,567 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ACOM - TRADE MEDIA EXPE | $1,624,322 | $1,295,646 | $328,676 |
| MISCELLANEOUS | $1,169,896 | $842,162 | $327,734 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,763,364 | TotalAmt |
| Program Services | $11,309,120 | ProgramServicesAmt |
| Management And General | $5,454,244 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,824,876 | BOYAmt |
| EOY | $4,695,749 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,925,301 | BOYAmt |
| EOY | $1,468,994 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,091 | BOYAmt |
| EOY | $62,326 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $626,166 | BOYAmt |
| EOY | $608,789 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,848,069 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,499,700 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,480,793 | BOYAmt |
| EOY | $3,348,369 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,811,691 | BOYAmt |
| EOY | $37,229,181 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,627,229 | BOYAmt |
| EOY | $3,116,874 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,458,144 | BOYAmt |
| EOY | $50,530,282 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,174,975 | BOYAmt |
| EOY | $3,294,052 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,477,162 | BOYAmt |
| EOY | $1,190,927 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,352 | BOYAmt |
| EOY | $163,898 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,801,489 | BOYAmt |
| EOY | $4,648,877 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,550,275 | BOYAmt |
| EOY | $42,775,221 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,106,380 | BOYAmt |
| EOY | $3,106,184 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,656,655 | BOYAmt |
| EOY | $45,881,405 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,458,144 | BOYAmt |
| EOY | $50,530,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $424,227 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,143,956 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $656,567 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,399,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,938,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,114,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,205,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,480,410 | CurrentTaxYearAmt |
| Total | $9,138,066 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,566,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,604,793 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,906,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,829,485 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,645,921 | CurrentTaxYearAmt |
| Total | $47,553,742 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,966,111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,543,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,021,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,034,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,126,331 | CurrentTaxYearAmt |
| Total | $56,691,808 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $56,691,808 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,809,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,671,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,119,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,454,773 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,527,816 | CurrentTaxYearAmt |
| Total | $10,583,134 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,809,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,671,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,119,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,454,773 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,527,816 | CurrentTaxYearAmt |
| Total | $10,583,134 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $402,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $364,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $376,992 | CurrentTaxYearAmt |
| Total | $1,504,740 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $208,560 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,372 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,356 | CurrentTaxYearAmt |
| Total | $613,126 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,301,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,401,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,674,831 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,928,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,085,495 | CurrentTaxYearAmt |
| Total | $69,392,808 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.81700 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81630 | PublicSupportPY509Pct |
| Investment Income CY | 0.15250 | InvestmentIncomeCYPct |
| Investment Income PY | 0.14990 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2020 AMOUNT: $ 208,560. 2021 AMOUNT: $ 144,147. 2022 AMOUNT: $ 131,372. 2023 AMOUNT: $ 74,691. 2024 AMOUNT: $ 54,356. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $114,867 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,595 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,000 | OtherExpendituresAmt |
| End Year Balance | $114,462 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,348 | BeginningYearBalanceAmt |
| Contributions | $4,877 | ContributionsAmt |
| Other Expenditures | $24,358 | OtherExpendituresAmt |
| End Year Balance | $114,867 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,381 | BeginningYearBalanceAmt |
| Contributions | $5,967 | ContributionsAmt |
| Other Expenditures | $36,000 | OtherExpendituresAmt |
| End Year Balance | $134,348 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $165,406 | BeginningYearBalanceAmt |
| Contributions | $5,475 | ContributionsAmt |
| Other Expenditures | $6,500 | OtherExpendituresAmt |
| End Year Balance | $164,381 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,606 | BeginningYearBalanceAmt |
| Contributions | $3,782 | ContributionsAmt |
| Other Expenditures | $1,982 | OtherExpendituresAmt |
| End Year Balance | $165,406 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.63307 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36693 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,919,274 | OtherCostOrOtherBasisAmt |
| Depreciation | $574,812 | DepreciationAmt |
| Book Value | $1,344,462 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,972,757 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,565,714 | DepreciationAmt |
| Book Value | $407,043 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,956,038 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,359,174 | DepreciationAmt |
| Book Value | $1,596,864 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,348,369 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $37,229,181 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $37,229,181 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST | $99,377 |
| INVESTMENT IN SUBSIDIARY | $2,948,224 |
| ACOM INTANGIBLE ASSETS | -$55,007 |
| DUE FROM AFFILIATE | $124,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,116,874 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SECTION FUNDS PAYABLE | $159,226 |
| INTERCOMPANY PAYABLE | $4,672 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $163,898 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ISA SCHOLARSHIPS PROVIDE THE RECOGNITION OF, ASSISTANCE TO AND ENCOURAGEMENT OF STUDENTS EARLY IN THEIR CAREER WHO HAVE OUTSTANDING POTENTIAL FOR LONG-RANGE CONTRIBUTION TO THE FIELDS OF INSTRUMENTATION, SYSTEMS AND AUTOMATION. IT CAN SIGNIFICANTLY CONTRIBUTE TO THE DEVELOPMENT OF TALENTED INDIVIDUALS IN THE PROFESSION AND RELATED INDUSTRIES. |
| PART X, LINE 2: | ISA IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS NOT A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(1). ASCI IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE IRC. ISAE IS NOT SUBJECT TO INCOME TAXES IN THE UNITED STATES OF AMERICA UNDER THE IRC AS IT IS A FOREIGN ENTITY. ACOM IS A NORTH CAROLINA LIMITED LIABILITY COMPANY, AND AS SUCH, IS CONSIDERED A DISREGARDED ENTITY FOR TAX PURPOSES. ISA AND ASCI FILE AS TAX-EXEMPT ORGANIZATIONS. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS OF EITHER ISA OR ASCI. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES FOR EITHER ISA OR ASCI. ISA AND ASCI FOLLOW THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE HAD NO SIGNIFICANT IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH ASIA | 0 | 0 | SCHOLARSHIPS TO RECIPIENTS | ISA ISSUES SCHOLARSHIP AWARDS TO STUDENTS FROM OUTSIDE THE US | $30,000 |
| NORTH AMERICA | 0 | 0 | SCHOLARSHIPS TO RECIPIENTS | ISA ISSUES SCHOLARSHIP AWARDS TO STUDENTS FROM OUTSIDE THE US | $10,100 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | SCHOLARSHIPS TO RECIPIENTS | ISA PROVIDES TRAINING TO STUDENTS FROM OUTSIDE THE US | $4,500 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 1 | PROGRAM SERVICES | AUTOMATION-RELATED TRAINING SERVICES | $2,943,856 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | SCHOLARSHIPS | ISA ISSUES SCHOLARSHIP AWARDS TO STUDENTS FROM OUTSIDE THE US | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $2,990,456 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,990,456 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | SCHOLARSHIPS ARE ISSUED ANNUALLY TO STUDENTS WHO SUBMIT THE REQUIRED SCHOLARSHIP FORMS. ISA, BEING AN INTERNATIONAL MEMBERSHIP SOCIETY, ACCEPTS APPLICATIONS FROM ALL COUNTRIES. APPLICATIONS ARE REVIEWED BY ISA'S SCHOLARSHIP COMMITTEE, OR THE DESIGNATED BODY FOR A PARTICULAR ENDOWMENT, MADE UP OF MEMBER VOLUNTEERS WHO REVIEW AND CHOOSE THE STUDENTS WHO WILL RECEIVE AWARDS BASED ON MEETING THE AWARD REQUIREMENTS. THOSE SELECTED ARE THEN ISSUED PAYMENTS. |
| PART I, LINE 3: | ACCRUAL ACCOUNTING |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAMAR UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 MLK BLVD | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 237298265 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $7,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | EDUCATIONAL SCHOLARSHIP | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIP | GrantTypeTxt |
| Recipient | 12 | RecipientCnt |
| Cash Grant | $24,053 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE ISSUED ANNUALLY TO STUDENTS WHO SUBMIT THE REQUIRED SCHOLARSHIP FORMS. ISA, BEING AN INTERNATIONAL MEMBERSHIP SOCIETY, ACCEPTS APPLICATIONS FROM ALL COUNTRIES. APPLICATIONS ARE REVIEWED BY ISA'S SCHOLARSHIP COMMITTEE, OR THE DESIGNATED BODY FOR A PARTICULAR ENDOWMENT, MADE UP OF MEMBER VOLUNTEERS WHO REVIEW AND CHOOSE THE STUDENTS WHO WILL RECEIVE AWARDS BASED ON MEETING THE AWARD REQUIREMENTS. THOSE SELECTED ARE THEN ISSUED PAYMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLAIRE FALLON | ||||||||||||||
| CEO | $364,472 | $0 | $85,000 | $0 | $600 | $0 | $28,315 | $0 | $5,594 | $0 | $483,981 | $0 | $0 | $0 |
| ELIZABETH NEIMAN | ||||||||||||||
| MANAGING DIRECTOR, STRATEGIC ENGAGEM | $191,355 | $0 | $46,350 | $0 | $2,620 | $0 | $20,204 | $0 | $676 | $0 | $261,205 | $0 | $0 | $0 |
| RICK ZABEL | ||||||||||||||
| MANAGING DIRECTOR OF AUTOM | $198,547 | $0 | $31,523 | $0 | $2,520 | $0 | $25,391 | $0 | $254 | $0 | $258,235 | $0 | $0 | $0 |
| MICHELA COBB | ||||||||||||||
| CFO | $191,901 | $0 | $39,194 | $0 | $1,200 | $0 | $20,649 | $0 | $4,685 | $0 | $257,629 | $0 | $0 | $0 |
| JASON WAMPLER | ||||||||||||||
| MANAGING DIRECTOR OF IT | $165,192 | $0 | $20,975 | $0 | $600 | $0 | $18,158 | $0 | $21,875 | $0 | $226,800 | $0 | $0 | $0 |
| ANDRE RISTAINO | ||||||||||||||
| MANAGING DIRECTOR, CONSORTIA | $150,152 | $0 | $27,565 | $0 | $16,049 | $0 | $24,604 | $0 | $4,835 | $0 | $223,205 | $0 | $0 | $0 |
| DALTON WILSON | ||||||||||||||
| DIRECTOR OF EDUCATION | $145,205 | $0 | $36,016 | $0 | $1,200 | $0 | $23,823 | $0 | $7,924 | $0 | $214,168 | $0 | $0 | $0 |
| EDWARD MANNS | ||||||||||||||
| MANAGING DIRECTOR OF EXTERNAL AFFAIR | $174,988 | $0 | $500 | $0 | $550 | $0 | $11,603 | $0 | $21,036 | $0 | $208,677 | $0 | $0 | $0 |
| CHARLES ROBINSON | ||||||||||||||
| DIRECTOR OF STANDARDS | $147,469 | $0 | $21,078 | $0 | $3,215 | $0 | $23,665 | $0 | $5,797 | $0 | $201,224 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 5 | ALL ELIGIBLE EMPLOYEES PARTICIPATE IN AN INCENTIVE COMPENSATION PLAN BASED ON COMPANY KEY PERFORMANCE INDICATORS, DEPARTMENT GOALS, AND INDIVIDUAL GOALS. SOME GOALS INCLUDE DEPARTMENT REVENUE. |
| PART I, LINE 6 | ALL ELIGIBLE EMPLOYEES PARTICIPATE IN AN INCENTIVE COMPENSATION PLAN BASED ON COMPANY KEY PERFORMANCE INDICATORS, DEPARTMENT GOALS, AND INDIVIDUAL GOALS. SOME GOALS INCLUDE NET EARNINGS OF THE ORGANIZATION. |
| PART I, LINE 7 | ALL ELIGIBLE EMPLOYEES PARTICIPATE IN AN INCENTIVE COMPENSATION PLAN BASED ON COMPANY KEY PERFORMANCE INDICATORS, DEPARTMENT GOALS, AND INDIVIDUAL GOALS. SOME GOALS INCLUDE NON-FINANCIAL PERFORMANCE TARGETS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP OPTIONS INCLUDE STUDENT MEMBER, PROFESSIONAL MEMBER, SENIOR MEMBER, LIFE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL MEMBERS, EXCLUDING STUDENT, ARE ELIGIBLE TO PARTICIPATE IN THE ANNUAL ELECTRONIC ELECTION FOR SELECT LEADERSHIP POSITIONS. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN ACTIONS REQUIRE THE VOTE OF SOCIETY OF COUNCIL DELEGATES ACCORDING TO ISA BYLAWS. DELEGATES CAST A PROPORTIONAL VOTE BASED ON THE NUMBER OF MEMBERS ASSIGNED TO THE GEOGRAPHIC AREA WHICH THAT DELEGATE COVERS. |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY INTERNAL STAFF, INCLUDING THE CEO/EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CHAIRPERSON OF ANY ISA ACTIVITY SHOULD MAKE ALL MEMBERS AWARE OF THE CONFLICT OF INTEREST POLICY, NOTING THAT A FINANCIAL INTEREST IS NOT NECESSARILY A CONFLICT OF INTEREST. IT IS THE RESPONSIBILITY OF ALL ISA MEMBERS AND VOLUNTEERS TO CONSIDER EACH ITEM OF BUSINESS WHERE THEY HAVE A VOTE OR DECISION-MAKING AUTHORITY TO DETERMINE IF A REAL OR PERCEIVED CONFLICT OF INTEREST MAY EXIST. ANY SUCH RECOGNIZED CONFLICT MUST BE DISCLOSED IMMEDIATELY TO THE PERSON OR GOVERNING BODY IN CHARGE OF THE ACTIVITY. AN ISA CHAIRPERSON, UPON SENSING OR BEING ADVISED OF A POSSIBLE CONFLICT OF INTEREST, SHOULD NOT PROCEED WITH DELIBERATION ON AN ISSUE UNTIL THERE HAS BEEN AN OPPORTUNITY TO ADDRESS POSSIBLE CONFLICTS OF INTEREST ON THE PART OF PARTICIPATING MEMBERS IN THE ACTIVITY. AFTER DISCLOSURE OF THE FINANCIAL AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE PERSON, HE/SHE SHALL LEAVE THE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING MEMBERS. IN MOST CASES, A DETERMINATION THAT A PERSON HAS A CONFLICT DOES NOT COMPEL A PERSON TO RELINQUISH THEIR LEADERSHIP POSITION WITHIN ISA. THE DECISION-MAKING BODY, THE MEMBER, OR ISA ITSELF, MAY DETERMINE THAT THE EXTENT OF A PERSON'S FINANCIAL INTEREST WOULD REQUIRE THE PERSON TO REMOVE THEMSELVES FROM THE RELATIONSHIP. THE MINUTES OF MEETINGS SHOULD REFLECT ANY DISCLOSURE, THE NAME OF THE DISCLOSING MEMBER, THE NATURE OF THE DISCLOSURE, THAT THE MEMBER ABSTAINED AND WAS NOT PRESENT DURING THE DISCUSSION AND VOTE, THAT A QUORUM EXISTED NOT COUNTING SUCH MEMBER, AND THE RESULTS OF THE DECISION REGARDING IF THE DISCLOSURE WAS A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE, WHICH REPRESENTS THE EXECUTIVE BOARD, REVIEWS THE PERFORMANCE AND COMPENSATION OF THE EXECUTIVE DIRECTOR/CEO ANNUALLY. A FORMAL WRITTEN PERFORMANCE APPRAISAL IS COMPLETED AND A FACE TO FACE MEETING IS HELD BETWEEN THE COMPENSATION COMMITTEE AND EXECUTIVE DIRECTOR/CEO. EACH YEAR, EXECUTIVE COMPENSATION IS REVIEWED AGAINST INDUSTRY DATA PROVIDED BY SALARY SURVEYS CONDUCTED BY ASAE (AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES), CESSE (COUNCIL OF ENGINEERING AND SCIENTIFIC SOCIETY EXECUTIVES), AND CAPITAL ASSOCIATE INDUSTRIES TO CONFIRM THAT EXECUTIVE COMPENSATION FALLS WITHIN INDUSTRY NORMS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST OR THROUGH THEIR ORGANIZATIONAL WEBSITE, WWW.ISA.ORG. |
| FORM 990, PART XI, LINE 9: | DEPRECIATION ON INTANGIBLE ASSET ACOM 224,358. CHANGE IN INVESTMENT IN SUBSIDIARIES 29,100. INVESTMENT IN EUROPE 449,872. OTHER ADJUSTMENT -46,763. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
| FORM 990, PART VII, DESCRIPTION OF HOURS FOR RELATED ORGANIZATIONS: | OFFICERS LISTED ON PART VII WORK AN AVERAGE OF 40 HOURS PER WEEK. THEIR TIME IS SHARED BETWEEN THE FILING ORGANIZATION AND THE RELATED ENTITIES LISTED ON SCHEDULE R. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUTOMATIONCOM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3252 SOUTH MIAMI BLVD SUITE 102 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472123033 | EIN |
| Primary Activities | ONLINE PUBLISHING -- AUTOMATION CONTENT | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Total Income | $1,310,737 | TotalIncomeAmt |
| End Of Year Assets | $680,631 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL SOCIETY OF AUTOMATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUTOMATION STANDARDS COMPLIANCE INSTITUTE | |||||||||||||||
| 3252 SOUTH MIAMI BLVD SUITE 102 | DURHAM | NC | 27703 | 260811966 | AUTOMATION STANDARDS COMPLIANCE TESTING | NC | 501(C)(6) | N/A | INTERNATIONAL SOCIETY OF AUTOMATION | Yes (1) | |||||
| ISA EUROPE BV | |||||||||||||||
| TRAINING SERVICES | N/A | N/A | INTERNATIONAL SOCIETY OF AUTOMATION | Yes (1) | LUCHTHAVENWEG 54 | EINDHOVEN | NL | 5657EB | NL | ||||||
| AUTOMATION FEDERATION | |||||||||||||||
| 3252 SOUTH MIAMI BLVD SUITE 102 | DURHAM | NC | 27703 | 205430819 | AUTOMATION AWARENESS AND PROGRAMS | NC | 501(C)(3) | LINE 10 | INTERNATIONAL SOCIETY OF AUTOMATION | Yes (1) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISA EUROPE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | A | TransactionTypeTxt |
| Involved | $283,960 | InvolvedAmt |
| Method Of Amount Determination | FIXED AMT PER TRAINING REGISTRANT | MethodOfAmountDeterminationTxt |
Comments