2025-11-07T10:46:59-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2024-01-01 250921042 INTERNATIONAL SOCIETY OF AUTOMATION INTE 9195498411 3252 SOUTH MIAMI BLVD SUITE 102 DURHAM NC 27703 CLAIRE FALLON CEO 9195498411 2025-11-04 1 1 KATHRINE A WARLICK P02065266 7049985200 2025-11-04 2024 2025-03-06 01:10:19Z X ISA CLAIRE FALLON 3252 SOUTH MIAMI BLVD SUITE 102 DURHAM NC 27703 28305101 0 8522 X WWW.ISA.ORG X 1945 NC EMPOWERING THE GLOBAL AUTOMATION COMMUNITY THROUGH STANDARDS AND KNOWLEDGE SHARING. 19 18 72 2100 376992 0 1205080 1480410 10664210 11157341 1976673 1975004 2638134 2574836 16484097 17187591 164390 77653 0 0 7202238 8695371 0 0 0 7931329 7990340 15297957 16763364 1186140 424227 47458144 50530282 4801489 4648877 42656655 45881405 X 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. 0 0 4027330 7716945 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. 2147275 77653 237719 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. 1210503 1310737 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. 829464 939272 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. 988014 650340 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. 241443 148051 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. 751411 307821 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. 418837 205939 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. 694843 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. 3924012 2251423 11309120 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 118 0 1 72 1 1 1 1 NL 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 1 1 0 0 1 1 0 1 1 1 1 1 1 1 0 NC X X ROBERT PYTELL 9199909439 3252 SOUTH MIAMI BLVD SUITE 102 DURHAM NC 27703 PRABHU SOUNDARRAJAN PRESIDENT 5.00 0.00 X X 0 0 0 SCOTT REYNOLDS PRESIDENT-ELECT, SECRETARY 5.00 0.00 X X 0 0 0 MARTY BINCE PAST PRESIDENT 5.00 0.00 X X 0 0 0 ARDIS BARTLE TREASURER 5.00 0.00 X X 0 0 0 SOLIMAN ALMADI BOARD MEMBER 5.00 0.00 X 0 0 0 FRANCISCO DIAZ-ANDREU BOARD MEMBER 5.00 0.00 X 0 0 0 NICHOLAS ERICKSON BOARD MEMBER 5.00 0.00 X 0 0 0 COLLEEN GOLDSBOROUGH BOARD MEMBER 5.00 0.00 X 0 0 0 VIVEK GUPTA BOARD MEMBER 5.00 0.00 X 0 0 0 SHANK IYER BOARD MEMBER 5.00 0.00 X 0 0 0 MAXYM LACHANCE BOARD MEMBER 5.00 0.00 X 0 0 0 DAVID LEE BOARD MEMBER 5.00 0.00 X 0 0 0 EDWARD NARANJO BOARD MEMBER 5.00 0.00 X 0 0 0 MARY RIEDEL BOARD MEMBER 5.00 0.00 X 0 0 0 MEGAN SAMFORD BOARD MEMBER 5.00 0.00 X 0 0 0 JAGDISH SHUKLA BOARD MEMBER 5.00 0.00 X 0 0 0 SUJATA TILAK BOARD MEMBER 5.00 0.00 X 0 0 0 JEFF WINTER BOARD MEMBER 5.00 0.00 X 0 0 0 CLAIRE FALLON CEO 40.00 10.00 X X 450072 0 33909 MICHELA COBB CFO 40.00 5.00 X 232295 0 25334 RICK ZABEL MANAGING DIRECTOR OF AUTOM 40.00 0.00 X 232590 0 25645 ELIZABETH NEIMAN MANAGING DIRECTOR, STRATEGIC ENGAGEMENT 40.00 0.00 X 240325 0 20880 DALTON WILSON DIRECTOR OF EDUCATION 40.00 0.00 X 182421 0 31747 ANDRE RISTAINO MANAGING DIRECTOR, CONSORTIA 40.00 10.00 X 193766 0 29439 EDWARD MANNS MANAGING DIRECTOR OF EXTERNAL AFFAIRS 40.00 0.00 X 176038 0 32639 CHARLES ROBINSON DIRECTOR OF STANDARDS 40.00 0.00 X 171762 0 29462 JASON WAMPLER MANAGING DIRECTOR OF IT 40.00 0.00 X 186767 0 40033 2066036 0 269088 20 0 1 0 PROCTORU INC 7901 JONES BRANCH DRIVE 330 MCLEAN VA 22102 EXAM CREDENTIALING 516211 FUSIONSPAN 12300 TWINBROOK PKWY ROCKVILLE MD 20852 IT CONSULTING 287631 BUSINESS RISK MANAGEMENT CONSULTING 5775 GATES ROAD SANTA ROSA CA 95404 CONSULTING 272168 GLOBAL SOFTWARE ENGINEERING 410 SANCTUARY POINT GRAYSVILLE TN 37338 CONSULTING 269789 CARROLL & WEISS LLP 2870 PEACHTREE ROAD NW SUITE 193 ATLANTA GA 30305 LEGAL SERVICES 252195 9 1474325 6085 1480410 REGISTRATION FEES 561499 8221013 7844021 376992 SPONSORSHIPS 561499 1429280 1429280 TRADE MEDIA 561499 1310737 1310737 ADVERTISING 541800 147877 147877 48434 48434 11157341 689455 689455 1838361 1838361 12219606 10934057 1285549 1285549 1285549 692228 183453 508775 508775 REIMBURSED EXPENSES 900099 54356 54356 173344 173344 227700 17187591 11516824 376992 3813365 7000 7000 24053 24053 46600 46600 1261050 1261050 5417592 3610279 1807313 676441 464443 211998 1340288 978288 362000 59573 59573 79053 79053 950064 803175 146889 537923 61265 476658 512096 434476 77620 887015 187619 699396 119543 119543 200050 89306 110744 375088 323632 51456 626610 626610 73018 73018 684522 60955 623567 91567 91567 ACOM - TRADE MEDIA EXPE 1624322 1295646 328676 MISCELLANEOUS 1169896 842162 327734 16763364 11309120 5454244 0 -3 5824876 4695749 1925301 1468994 162091 62326 626166 608789 8848069 5499700 3480793 3348369 32811691 37229181 2627229 3116874 47458144 50530282 3174975 3294052 1477162 1190927 149352 163898 4801489 4648877 X 39550275 42775221 3106380 3106184 42656655 45881405 47458144 50530282 X 424227 2143956 656567 X X 0 1 X 1 0 X 3399217 1938451 1114908 1205080 1480410 9138066 6566894 8604793 9906649 10829485 11645921 47553742 9966111 10543244 11021557 12034565 13126331 56691808 0 0 0 56691808 1809675 1671077 2119793 2454773 2527816 10583134 1809675 1671077 2119793 2454773 2527816 10583134 317222 43512 402109 364905 376992 1504740 208560 144147 131372 74691 54356 613126 12301568 12401980 13674831 14928934 16085495 69392808 0.81700 0.81630 0.15250 0.14990 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 208,560. 2021 AMOUNT: $ 144,147. 2022 AMOUNT: $ 131,372. 2023 AMOUNT: $ 74,691. 2024 AMOUNT: $ 54,356. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 114867 3595 4000 114462 134348 4877 24358 114867 164381 5967 36000 134348 165406 5475 6500 164381 163606 3782 1982 165406 0.00000 0.63307 0.36693 0 0 1919274 574812 1344462 3972757 3565714 407043 2956038 1359174 1596864 3348369 INVESTMENTS 37229181 F 37229181 ACCRUED INTEREST 99377 INVESTMENT IN SUBSIDIARY 2948224 ACOM INTANGIBLE ASSETS -55007 DUE FROM AFFILIATE 124280 3116874 SECTION FUNDS PAYABLE 159226 INTERCOMPANY PAYABLE 4672 163898 X 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. 1 SOUTH ASIA 0 0 SCHOLARSHIPS TO RECIPIENTS ISA ISSUES SCHOLARSHIP AWARDS TO STUDENTS FROM OUTSIDE THE US 30000 NORTH AMERICA 0 0 SCHOLARSHIPS TO RECIPIENTS ISA ISSUES SCHOLARSHIP AWARDS TO STUDENTS FROM OUTSIDE THE US 10100 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 SCHOLARSHIPS TO RECIPIENTS ISA PROVIDES TRAINING TO STUDENTS FROM OUTSIDE THE US 4500 EUROPE (INCLUDING ICELAND & GREENLAND) 1 1 PROGRAM SERVICES AUTOMATION-RELATED TRAINING SERVICES 2943856 EAST ASIA AND THE PACIFIC 0 0 SCHOLARSHIPS ISA ISSUES SCHOLARSHIP AWARDS TO STUDENTS FROM OUTSIDE THE US 2000 1 1 0 0 1 1 2990456 0 2990456 0 0 1 0 0 0 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 1 LAMAR UNIVERSITY 4400 MLK BLVD BEAUMONT TX 77710 237298265 501(C)(3) 7000 0 N/A N/A EDUCATIONAL SCHOLARSHIP 1 EDUCATIONAL SCHOLARSHIP 12 24053 N/A N/A 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. 1 X X X X X 0 0 0 1 0 1 0 1 0 CLAIRE FALLON CEO 364472 0 85000 0 600 0 28315 0 5594 0 483981 0 0 0 ELIZABETH NEIMAN MANAGING DIRECTOR, STRATEGIC ENGAGEM 191355 0 46350 0 2620 0 20204 0 676 0 261205 0 0 0 RICK ZABEL MANAGING DIRECTOR OF AUTOM 198547 0 31523 0 2520 0 25391 0 254 0 258235 0 0 0 MICHELA COBB CFO 191901 0 39194 0 1200 0 20649 0 4685 0 257629 0 0 0 JASON WAMPLER MANAGING DIRECTOR OF IT 165192 0 20975 0 600 0 18158 0 21875 0 226800 0 0 0 ANDRE RISTAINO MANAGING DIRECTOR, CONSORTIA 150152 0 27565 0 16049 0 24604 0 4835 0 223205 0 0 0 DALTON WILSON DIRECTOR OF EDUCATION 145205 0 36016 0 1200 0 23823 0 7924 0 214168 0 0 0 EDWARD MANNS MANAGING DIRECTOR OF EXTERNAL AFFAIR 174988 0 500 0 550 0 11603 0 21036 0 208677 0 0 0 CHARLES ROBINSON DIRECTOR OF STANDARDS 147469 0 21078 0 3215 0 23665 0 5797 0 201224 0 0 0 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. 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. AUTOMATIONCOM 3252 SOUTH MIAMI BLVD SUITE 102 DURHAM NC 27703 472123033 ONLINE PUBLISHING -- AUTOMATION CONTENT NC 1310737 680631 INTERNATIONAL SOCIETY OF AUTOMATION 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 1 ISA EUROPE BV LUCHTHAVENWEG 54 EINDHOVEN NL 5657EB TRAINING SERVICES NL N/A N/A INTERNATIONAL SOCIETY OF AUTOMATION 1 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 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 ISA EUROPE FOUNDATION A 283960 FIXED AMT PER TRAINING REGISTRANT