2023-11-10T15:25:02+00:00 2022-12-31 990 2022-01-01 131656633 Institute of Electrical and Electronics Engineers Inc INST 7329810060 445 HOES LANE PISCATAWAY NJ 08854 THOMAS R SIEGERT ASSISTANT TREASURER & CFO 7329810060 2023-11-10 THOMAS SIEGERT 999009999 true 2022 2023-04-26 12:10:37Z IEEE Sophia Muirhead 445 HOES LANE PISCATAWAY NJ 08854 1255151203 false 2038 X WWW.IEEE.ORG X 1896 NY IEEE is committed to strengthening and empowering its members as technology professionals while supporting our mission to foster technological innovation and excellence for the benefit of humanity. In 2022, IEEE continued to reimagine IEEE's programs in order to identify new and better ways to tackle the problems facing our world, and to meet the diverse needs of our members. Progress in engineering, technology and science is a global endeavor with worldwide implications, guided best by a diverse and inclusive community of engineers, technologists, researchers, and entrepreneurs with a goal of developing and sharing innovative solutions for the benefit of all. IEEE's commitment to scientific and technical discovery and innovation improves our standards of living and helps us care for each other and for our planet. 31 30 1209 100000 10999306 0 1747229 2830002 451114223 527424157 52230642 23881014 19703759 12295285 524795853 566430458 5024067 6777824 0 0 177909503 184465611 0 0 1974059 199308153 281002071 382241723 472245506 142554130 94184952 1163553159 1142179318 258489129 262476837 905064030 879702481 X MISSION STATEMENT: IEEE's core purpose is to foster technological innovation and excellence for the benefit of humanity. VISION STATEMENT: IEEE will be essential to the global technical community and to technical professionals everywhere and be universally recognized for the contributions of technology and of technical professionals in improving global conditions. false false 159004410 0 239872575 PERIODICALS: The IEEE Xplore(R) Digital Library is one of the world's largest collections of technical literature in engineering, computer science and related technologies with over 5.8 million documents available in its vast repository. IEEE continues to deliver groundbreaking research in its industry-leading publications and share its technical expertise around the world on the technologies that will shape the future. In 2022, IEEE published 222,106 conference articles and 81,921 journal and magazine articles. IEEE's publishing program continues to grow and evolve for both subscription journals and open access titles. Representing a major step in IEEE's continued support and commitment to open science, IEEE pledged to make its entire collection of over 160 hybrid journals - those publishing both open access and subscription-based content - as "Transformative Journals" under Plan S. This change allows authors receiving research grants from Coalition S funders to be compliant with Plan S requirements when publishing their research articles in any IEEE fully open access or hybrid journals. A "Transformative Journal" is a subscription/hybrid journal that will transition to be fully open access journal over time. In 2022, IEEE continued expanding its transformative read and publish open access offerings by signing new unlimited agreements allowing articles written by researchers at participating institutions to be fully accessible to everyone. IEEE signed a four-year agreement with the 10 campuses within the University of California system, and a three-year agreement with Conferenza dei Rettori delle Universit Italiane, an association of 54 state and non-state Italian universities, to publish open access articles in IEEE's 200 journals and magazines. Please visit open.ieee.org/for-institutions/institutional-partners for a complete list of participating universities. IEEE maintains its position as one of the top publishers of science and technology journals, continuing to be a trusted source for communicating quality technical information that will help inspire and share the next breakthrough technologies. 146057361 4035 189378768 CONFERENCES: IEEE conferences helped lead the post-pandemic recovery with an in-person audience eager for face-to-face engagement and immersive experiences which underscores the enduring importance of fostering collaboration and exploration in the technical community. In 2022, IEEE sponsored 2,008 conferences in 106 countries worldwide with over 534,000 attendees. Virtual, in-person, and hybrid options encouraged accessible, widespread engagement globally. The IEEE International Conference on Robotics and Automation was held in-person for the first time in three years, in Philadelphia, PA, with over 7,800 participants from 97 different countries. The event featured workshops exploring the many ways in which robotics and automation are changing the future of work - including robotic reef restoration, making robotic art, and next generation farm robots. Over 9,800 energy professionals from around the world attended the 2022 IEEE Power & Energy Society Transmission and Distribution Conference and Exposition in New Orleans, LA, to hear insights from the best minds in power and energy, and to help shape the future design and development of a reliable, resilient grid. The IEEE-Eta Kappa Nu (IEEE-HKN) Student Leadership Conference returned in 2022 with record attendance. Students from 54 chapters and five different countries participated in the in-person event in Charlotte, NC. 106450208 6773789 47631048 MEMBERSHIPS & PUBLIC IMPERATIVES: IEEE is a public charity dedicated to advancing technology for the benefit of humanity. In 2022, IEEE had a total of 427,780 members, from more than 190 countries worldwide, including 145,328 student members (an increase of 15% from previous year), and 353,838 society members from the 39 IEEE Societies. IEEE, and its members and volunteers, are committed to addressing emerging challenges and promoting technological innovation for the betterment of society. Throughout 2022, IEEE supported member engagement, fostered a global culture that is diverse, inclusive, and respectful, and collaborated with global communities in meaningful projects to support our mission. IEEE's commitment to scientific and technological discovery and innovation drives our focus on improving standards of living and helps us care for each other and for our planet. In 2022 IEEE began to develop a cross-IEEE strategy to synchronize and guide IEEE's response to changes in the global climate, expand its diverse membership, and to engage the next generation of students and young professionals, to effectively work together towards a more connected, innovative future for the greater global public good. Around the world, IEEE members and volunteers donated their time and expertise to build on this strategy through the following programs: A) YOUR PROFESSIONAL HOME: The Your Professional Home Campaign highlighted how the IEEE community helps members and volunteers learn, share, teach and network. Professionals from different industries and backgrounds shared personal experiences and discussed why IEEE is their professional home. B) EDUCATION WEEK: IEEE members around the world celebrated the inaugural IEEE Education Week. IEEE Education Week brought attention to the diverse educational opportunities available throughout IEEE to advance technical careers and society by extension. C) CLIMATE CHANGE EFFORTS: IEEE launched the IEEE Climate Change website, dedicated to highlighting various efforts around the organization and created the IEEE Climate Change Collection, a repository of over 7,000 articles from the IEEE Xplore digital library about the causes and solutions for climate change. IEEE Technical Activities collaborated with volunteers in 40 different IEEE societies to contribute to four major climate change initiatives: wildfire prevention and mitigation, management of food and water supplies, workforce development, and sustainable technologies, including e-waste management. D) STUDENT TEAMS TACKLE ENVIRONMENTAL SUSTAINABILITY CHALLENGES: IEEE student teams from across the United States tackled sustainability challenges in the EPICS in IEEE Environmental Competition. Student projects ranged from a robot that collects litter from a local lake to nitrogen-sensing drones for understanding air quality. E) EMERGING TECHNOLOGIES: IEEE Future Directions provided perspectives on two new technology areas: IEEE Public Safety Technology, exploring how new technologies enhance the effectiveness of public safety personnel and promote their well-being, and IEEE Digital Privacy advocating for the protection of digital privacy for individuals. F) IEEE-USA HELPS SHAPE PUBLIC POLICY: IEEE provided input on two significant pieces of legislation related to US technological investment: 1) THE CHIPS and Science Act, which aims to strengthen the domestic semiconductor industry and boost technological innovation, research and development; and workforce education initiatives. 2) AI Bill of Rights - IEEE participated in several sessions related to the development of the proposed "blueprint" AI Bill of Rights, developed by The White House Office of Science and Technology Policy. The AI Bill of Rights outlines five key principles and corresponding practices that are intended to guide the design, use, and deployment of automated systems by government agencies in a way that protects the rights of the American public. G) IEEE DIVERSITY AND INCLUSION COMMITTEE: The IEEE Diversity and Inclusion Committee's inaugural year focused on building a framework to support the IEEE Diversity Statement and fortifying ongoing and new initiatives toward greater diversity, equity, and inclusion. IEEE expanded its diversity and inclusion web presence, established outreach and communication channels to support IEEE organizational units, and published the IEEE Diversity Report to increase awareness of the Committee's activities and generate ideas for future efforts. H) IEEE WOMEN IN ENGINEERING - 25TH ANNIVERSARY: IEEE Women in Engineering (WIE) facilitates the recruitment and retention of women in technical disciplines around the world and works to inspire girls to pursue a career in engineering. WIE kicked off its 25th anniversary with a virtual panel that featured past WIE chairs explaining why they joined the group and shared their experiences, and on International Women's Day in March, WIE held a 12-hour virtual marathon showcasing each IEEE region's diversity and inclusion efforts. Year-long celebrations highlighted the amazing progress and achievements made by great women in STEM. IEEE is proud to engage and collaborate with global communities to help make our world a more sustainable, humane, and prosperous place. Some of 2022 key programs include: 1) CLIMATE CHANGE EFFORTS: IEEE sent a delegation to the United Nations Climate Change Conference (COP27) in Sharm El-Sheikh, Egypt. The delegation presented technology solutions to address climate change mitigation and adaptation in the pursuit of an equitable, sustainable, and climate-resilient future. 2) IEEE WIE LEADERSHIP SUMMIT - DIVERSITY, INCLUSION, BREAKING BOUNDARIES: The 2022 IEEE Women in Engineering (WIE) Beijing Leadership Summit co-hosted by the IEEE WIE Beijing Affinity Group and Beijing Women's Association for Science and Technology, focused on the development of women in the fields of science and technology including the metaverse, chip ecology, power and energy and smart cities. 3) HUMANITARIAN EFFORTS WORLDWIDE: The IEEE Humanitarian Activities Committee (HAC) and Special Interest Group on Humanitarian Technology (SIGHT) funded and implemented numerous life-changing programs. Notable projects include: a) IEEE Ecuador Section rehabilitated a data network for 60 local schools over the course of three years, providing internet access to 4,500 students. The team also implemented a STEM training program for over 400 students and provided basic training for schools to maintain their internet networks. b) IEEE Indonesia Section provided an on-grid rooftop photovoltaic power plant for the Disabled Children Care Home in Jakarta. The project helped to reduce overhead expenses for the home and enabled it to use the extra funds to benefit the children. c) IEEE Malaysia Section implemented a renewable energy hydroponic agricultural system in a low-resource urban community. Residents learned about smart agriculture techniques and were able to consume and sell the crops produced via the system. d) IEEE Uganda Section renovated a solar power system at a community school that had fallen into disrepair due to a lack of maintenance. The school's 400 students now benefit from lighted classrooms and dormitories with power. 44422587 0 43373783 STANDARDS AND OTHER IEEE PROGRAMS: The IEEE Standards Association (SA) approved 126 new standards in 2022 for publication. Some of the key initiatives and accomplishments include: IEEE's open global standardization approach prioritizes including new participants and communities to address rapidly changing technology and market dynamics. 2022 saw a significant increase in participation, with now over 8,000 individual members from 98 countries, and over 430 entity members from 25 countries. IEEE SA members participated in new working groups in China, and on several new standards projects in cybersecurity, sustainability, and mobility, and smart transportation. The National Electrical Safety Code (NESC), which specifies best practices for the safety of electric supply and communication utility systems, is typically updated every five years to stay current with changes in industry and technology. The NESC sets the ground rules and guidelines for practical safeguarding of workers and the public during the installation, operation, or maintenance of power, telephone, cable TV and railroad signal systems. The 2023 Handbook, published in 2022, addresses emerging technologies such as solar and wind energy, distributed energy/microgrids, batteries and energy storage, and wireless small cell networks. Seven e-learning courses were also launched to help communicate the latest changes. IEEE Standards Association collaborated with the European Commission discussing the relevance and applicability of IEEE standards and standards-related activities in support of regulating AI. IEEE has been active in identifying areas where IEEE standards can play a critical role in supporting the development and implementation of AI regulations, including the pending European Union AI Act. IEEE was recognized as a valuable contributor in this process, ensuring that AI is developed and used in a responsible and ethical manner. IEEEXtreme, a global challenge in which thousands of teams of IEEE student members compete in a 24-hour time span to solve a set of real-world programming problems, continues to be popular with the next generation of technologists. IEEEXtreme 16.0 was the largest in its history with a 15% annual participation increase: 14,694 participants comprised 6,377 teams competed in this year's competition. IEEE's Mobile Outreach Vehicle (MOVE) continues its mission to assist victims of natural disasters, where volunteers provided critical communications infrastructure and support to federal resource centers and to American Red Cross responders working in impacted communities. In 2022, MOVE responded to three disaster events in the United States - flooding in Kentucky, wildfires in California, and Hurricane Ian in Florida. IEEE also initiated MOVE International, its global expansion into India and Puerto Rico. So far, the global program has hosted disaster awareness training workshops for IEEE volunteers and students and developed a modular model response unit in Puerto Rico utilizing solar powered generators and radio sets in transportable cases to combat transportation challenges during disaster events. 44422587 43373783 455934566 true true false true false false false true true true true false false false true false true false true true true true false false false false true true true false false false false false false true true true false false false true true true true false false true X 1139 0 true 1209 true true true true IN IT JA KE KS MY AS SN SP UK CA CH false false false false false false false false true false X 31 30 false false true false true true true true true false true true true true true true true true true true false CA CO CT FL GA AL HI IL IN KS KY ME AK MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA AR WA WV WI X X IEEE CONTROLLER OFFICE 7329810060 445 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5.0 0.0 X 0 0 0 Timothy T Lee Director & Delegate, Region 6 5.0 0.0 X 0 0 0 STEPHEN WELBY Assistant Secretary & Executive Director 40.0 1.0 X 1092921 0 215124 THOMAS SIEGERT Assistant Treasurer & CFO 40.0 1.0 X 582541 0 51225 CECELIA JANKOWSKI Managing Director Member & Geounit Activities 40.0 0.0 X 398120 0 44313 CHERIF AMIRAT Chief Information Officer 40.0 0.0 X 428032 0 51295 KAREN HAWKINS Chief Marketing Officer 40.0 0.0 X 407690 0 56283 KONSTANTINOS KARACHALIOS Managing Director of IEEE Standards 40.0 0.0 X 571790 0 39900 MARY WARD-CALLAN Managing Director Tech Activities 40.0 0.0 X 615704 0 57432 STEVEN HEFFNER Managing Director Publications 40.0 0.0 X 398687 0 40910 DONNA HOURICAN Staff Executive, Corporate Activities 40.0 0.0 X 479905 0 39900 EMILY CSERNICA Director North American Sales 40.0 0.0 X 508200 0 50167 FRANCIS STAPLES Sr Director Global Sales & Customer Operations 40.0 0.0 X 544590 0 51493 PAUL CANNING Director International Sales 40.0 0.0 X 494926 0 51673 SOPHIA 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1721300 566430458 470932810 408604 408604 470524206 1721300 0 1721300 472245506 Schedule D, Part IV, Line 2b Explanation of escrow agreement The Institute held $54,106,400 on behalf of IEEE Foundation, Incorporated. Schedule D, Part V, Line 4 Intended uses of endowment funds THE INSTITUTE DOES NOT RECORD OR MAINTAIN ENDOWMENT OR QUASI-ENDOWMENT FUNDS. ANY ENDOWMENT ACTIVITY REPORTED ON SCHEDULE D, PART V OF THE INSTITUTE'S FORM 990 IS SOLELY RELATED TO FUNDS MAINTAINED BY THE IEEE FOUNDATION, AN ORGANIZATION RELATED TO, BUT NOT CONTROLLED BY, THE INSTITUTE. ENDOWMENT AND QUASI-ENDOWMENT FUNDS HELD BY THE IEEE FOUNDATION ARE USED TO SUPPORT VARIOUS PROGRAM INITIATIVES OF THE INSTITUTE. THE IEEE FOUNDATION MAINTAINS APPROXIMATELY 250 DONOR DESIGNATED FUNDS THAT SUPPORT A VARIETY OF EDUCATIONAL, HUMANITARIAN, HISTORICAL PRESERVATION, AND PEER RECOGNITION PROGRAMS OF THE INSTITUTE, AS WELL AS SUPPORTING NEW AND INNOVATIVE PROJECTS FURTHERING THE INSTITUTE'S MISSION TO FOSTER TECHNOLOGICAL INNOVATION AND EXCELLENCE FOR THE BENEFIT OF HUMANITY. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Institute is qualified under Section 501(c)(3) of the Internal Revenue Code ("Code") as an organization exempt from federal income tax and applicable state income tax and is classified as a publicly supported charitable organization under Section 509(a)(2) of the Code. Nevertheless, the Institute is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. The Institute follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This section provides that the tax effects from an uncertain tax position can be recognized in the financial statements only if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. As of December 31, 2022, and 2021, management has determined that there are no significant uncertain tax positions that would require recognition or disclosure in the accompanying consolidated financial statements. 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Transfers 0 Not Applicable Not Applicable Engineering Development Sub-Saharan Africa 2 2232 Wires 0 Not Applicable Not Applicable Engineering Fellowship East Asia and the Pacific 11 44500 Wires 0 Not Applicable Not Applicable Engineering Fellowship Europe (Including Iceland and Greenland) 8 31500 Wires 0 Not Applicable Not Applicable Engineering Fellowship Middle East and North Africa 1 6000 Wires 0 Not Applicable Not Applicable Engineering Fellowship North America (Canada & Mexico only) 2 12000 Wires 0 Not Applicable Not Applicable Engineering Fellowship South Asia 3 5000 Wires 0 Not Applicable Not Applicable Engineering Scholarship East Asia and the Pacific 10 11700 Wires 0 Not Applicable Not Applicable Engineering Scholarship Europe (Including Iceland and Greenland) 11 9800 Wires 0 Not Applicable Not Applicable Engineering Scholarship Middle East and North Africa 5 2600 Wires 0 Not Applicable Not Applicable Engineering Scholarship North America (Canada & Mexico only) 3 4000 Wires 0 Not Applicable Not Applicable Engineering Scholarship Sub-Saharan Africa 2 1400 Wires 0 Not Applicable Not Applicable Engineering Scholarship South Asia 37 36875 Wires 0 Not Applicable Not Applicable false false true false false true Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds IEEE, through its Awards Board, establishes policies and procedures to provide for the orderly development and implementation of awards, scholarships, and recognition programs. The awards administered by the Awards Board and its committees are approved by the Board of Directors. The Board of Directors has delegated approval authority, in accordance with the established policies and procedures, to those major boards having chartered Awards and Recognition Committees. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Other:,Other:IEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis.; EAST ASIA AND THE PACIFIC-Other:,Other:IEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis.; EUROPE (INCLUDING ICELAND AND GREENLAND)-Other:,Other:IEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis.; MIDDLE EAST AND NORTH AFRICA-Other:,Other:IEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis.; NORTH AMERICA (CANADA & MEXICO ONLY)-Other:,Other:IEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis.; RUSSIA AND NEIGHBORING STATES-Other:,Other:IEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis.; SOUTH AMERICA-Other:; SOUTH ASIA-Other:,Other:IEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis.; SUB-SAHARAN AFRICA-Other:,Other:IEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis. Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual Schedule F, Part III Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual RUSSIA AND NEIGHBORING STATES -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual true IEEE Foundation Inc 445 Hoes Lane Piscataway NJ 08854 231710664 501(c)(3) 3519229 0 Not Applicable Not Applicable Engineering Development ASEF 2415 Stratton Dr Potomac MD 20854 311627361 501(c)(3) 100000 0 Not Applicable Not Applicable Engineering Development University of Arizona fdn Univ of Arizona Engrg Prof Tucson AR 85719 866050388 501(c)(3) 100000 0 Not Applicable Not Applicable Engineering Development Regents of the University of Michigan 3003 S State St ANN ARBOR MI 48109 386006309 State Gov't 65000 0 Not Applicable Not Applicable Engineering Development Dakota State University 820 N Washington Ave Madison SD 57042 466000364 State Gov't 25000 0 Not Applicable Not Applicable Engineering Development ACARE Inc 2200 Commonwealth Blvd Ann Arbor MI 48105 822441682 501(c)(3) 24815 0 Not Applicable Not Applicable Engineering Development Villanova Univ Elec Comp Engrg Villanova PA 19085 231352688 501(c)(3) 23500 0 Not Applicable Not Applicable Engineering Development ACM Inc 1601 Broadway NEW YORK NY 10019 131921358 501(c)(3) 22660 0 Not Applicable Not Applicable Engineering Achievement Award The George Washington University PNC Bank 800 17th St NW Washington DC 20006 530196584 501(c)(3) 22630 0 Not Applicable Not Applicable Engineering Development Rochester Institute of Technology 7 Lomb Memorial Dr ROCHESTER NY 14623 160743140 501(c)(3) 20500 0 Not Applicable Not Applicable Engineering Development Regis University 3333 Regis Blvd DENVER CO 80221 840402707 501(c)(3) 19307 0 Not Applicable Not Applicable Engineering Scholarship NNU Inc 623 Univ Blvd Nampa ID 83686 820200907 501(c)(3) 15870 0 Not Applicable Not Applicable Engineering Development American Institute of Chemical Engineers 120 Wall St NEW YORK NY 10005 131623892 501(c)(3) 13300 0 Not Applicable Not Applicable Engineering Achievement Award Ohio University 010 Chubb Hall PO Box 960 a Athens OH 45701 316402113 State Gov't 12185 0 Not Applicable Not Applicable Engineering Development St Francis by the Lake Episcopal Church PO Box 2031 CANYON LAKE TX 78133 742303905 501(c)(3) 11250 0 Not Applicable Not Applicable Engineering Scholarship American Automatic Control Council C/O Linda Bushnell UW EE 185 NE S SEATTLE WA 98195 116017940 501(c)(3) 10000 0 Not Applicable Not Applicable Engineering Development Association of Federal Communications Consulting Engineers Scholarship Fund Inc PO Box 19333 Washington DC 20036 521374920 501(c)(3) 10000 0 Not Applicable Not Applicable Engineering Development Board of Trustees of Michigan State University 426 Auditorium Road EAST LANSING MI 48824 386005984 501(c)(3) 10000 0 Not Applicable Not Applicable Engineering Development The Trustees of Union College in the Town of Schenectady in the State of Ne w York 807 Union St Schenectady NY 12308 141338580 501(c)(3) 10000 0 Not Applicable Not Applicable Engineering Scholarship Electriq Power Inc 1937 Davis St San Leandro CA 94577 471678965 Corporation 10000 0 Not Applicable Not Applicable Engineering Achievement Award North Carolina State University Dept of Elec Comp Attn Engrg Ly Raleigh NC 27695 566000756 State Gov't 10000 0 Not Applicable Not Applicable Engineering Development Capitol Area Council Inc Boy Scouts of America 12500 N IH 35 Austin TX 78753 741143057 501(c)(3) 8400 0 Not Applicable Not Applicable Engineering Development SociaLite Lighting Systems Inc SociaLite Lighting Systems Inc Monroe CT 06468 822471849 501(c)(3) 6000 0 Not Applicable Not Applicable Engineering Development University of Washington 4300 Roosevelt Way NE Box 354965 Seattle WA 98105 916001537 State Gov't 5234 0 Not Applicable Not Applicable Engineering Development 23 1 ENGINEERING ACHIEVEMENT AWARD 363 446288 0 Not Applicable Not Applicable ENGINEERING DEVELOPMENT 68 56281 0 Not Applicable Not Applicable ENGINEERING FELLOWSHIP 19 352000 0 Not Applicable Not Applicable ENGINEERING SCHOLARSHIP 18 17900 0 Not Applicable Not Applicable Schedule I, Part IV Schedule I, Parts I, II and III IEEE books and records are maintained on an accrual basis. Certain grants are tracked on a cash basis and the grant details reported on this schedule are reported on the cash basis. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. IEEE, through its Awards Board, establishes policies and procedures to provide for the orderly development and implementation of awards, scholarships, and recognition programs. The awards administered by the Awards Board and its committees are approved by the Board of Directors. The Board of Directors has delegated approval authority, in accordance with the established policies and procedures, to those major boards having chartered Awards and Recognition Committees. X X X X X false true false true false false false true false STEPHEN WELBY Assistant Secretary & Executive Director 665413 0 210605 0 216903 0 214124 0 1000 0 1308045 0 152931 0 THOMAS SIEGERT Assistant Treasurer & CFO 440297 0 89454 0 52790 0 39900 0 11325 0 633766 0 0 0 MARY WARD-CALLAN Managing Director Tech Activities 427210 0 109860 0 78634 0 39900 0 17532 0 673136 0 0 0 KONSTANTINOS KARACHALIOS Managing Director of IEEE Standards 430911 0 83016 0 57863 0 39900 0 0 0 611690 0 0 0 CHERIF AMIRAT Chief Information Officer 367905 0 50940 0 9187 0 39900 0 11395 0 479327 0 0 0 KAREN HAWKINS Chief Marketing Officer 329454 0 62146 0 16090 0 39900 0 16383 0 463973 0 0 0 STEVEN HEFFNER Managing Director Publications 345653 0 52164 0 870 0 38372 0 2538 0 439597 0 0 0 CECELIA JANKOWSKI Managing Director Member & Geounit Activities 337675 0 46034 0 14411 0 39900 0 4413 0 442433 0 0 0 FRANCIS STAPLES Sr Director Global Sales & Customer Operations 213839 0 285674 0 45077 0 39900 0 11593 0 596083 0 0 0 SOPHIA MUIRHEAD General Counsel & Chief Compliance Officer 429822 0 89086 0 7894 0 39900 0 17280 0 583982 0 0 0 EMILY CSERNICA Director North American Sales 129309 0 346933 0 31958 0 44663 0 5504 0 558367 0 0 0 PAUL CANNING Director International Sales 158419 0 274574 0 61933 0 39900 0 11773 0 546599 0 0 0 DONNA HOURICAN Staff Executive, Corporate Activities 352250 0 87250 0 40405 0 39900 0 0 0 519805 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Stephen Welby, Executive Director, is the only participant in a nonqualified, unfunded, deferred compensation plan under section 457(f) of the IRS code. The non-vested portion of Mr. Welby's deferred compensation of $174,224 (contribution accrual) is reported in Schedule J, Part II, Column C. Mr. Welby vested and received previously deferred compensation of $152,931 which is reported in Schedule J, Part II, Column B. As this amount was previously reported on a prior year Form 990 as deferred compensation, this amount is also reported in Schedule J, Part II, Column F, previously reported deferred compensation. Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization IEEE offers commission payments to selected employees who work in the sales capacity including individuals listed on Form 990, Part VII, Section A, Line 1a. Commissions are based on predetermined sales goals and performance criteria as defined in the sales commission plan for the plan year. Commissioned employees typically receive a copy of the plan at the beginning of the plan year. Employees eligible to earn commissions are not eligible for incentive bonuses under the incentive bonus plan. Schedule J, Part I, Line 7 Non-fixed payments IEEE maintains an incentive compensation program that include opportunities to earn incentive compensation that will be paid when the individual meets established performance goals. Awards are based on market data and are based on the individual's overall performance rating. Incentive compensation for each executive is reviewed and approved by either the independent IEEE Compensation Committees or the IEEE Board of Directors. Schedule J, Part I, Line 3 The IEEE Board of Directors engaged an independent Compensation Consultant to provide IEEE with market comparability data and a reasonableness recommendation with respect to compensation paid to disqualified persons as defined under Section 4958 of the Internal Revenue Code of 1986, to enable IEEE to establish a rebuttable presumption of reasonableness under Section 4958. A committee consisting of the IEEE President, the IEEE Past President, and the IEEE President-Elect (the Executive Performance and Compensation Committee or EPCC), advised by external legal counsel, is charged with evaluating the total compensation package of the IEEE Executive Director, who serves as the Chief Operations Officer ("ED & COO"), and a committee of Independent Board members and non-board members (the IEEE Employee Benefits & Compensation Committee or EBCC), advised by external legal counsel, is charged with evaluating the total compensation package of the other selected executives and staff, excluding the IEEE ED & COO. The independent Compensation Consultant provided these Committees with market data from published sources for comparable positions from both tax-exempt and for-profit organizations. The assessment was conducted at the total rewards level and included all compensation components. For the EPCC review of the Executive Director, external market comparisons were based on two primary sources of data, weighted equally: (1) Form 990 filings for a group of peer organizations identified by independent Compensation Consultant based on various criteria and (2) Published surveys, focusing on comparable entities. The following screening criteria were used to identify and select comparable organizations: (1) NTEE code (a) general science institutions, (b) Engineering and Technology Services, (c) Professional Society, and (d) Research institutions. (2) Income and assets. (3) Employee Size. Once organizations were screened using these criteria, the following information was collected: (a) whether the organization has international presence, (b) whether they are a standard-setting organization; (c) whether they have a significant publishing activity; and (d) the extent of its focus on contract research. The EBCC relies on survey data and does not consider Form 990 filings as part of their methodology and review. The two Committees review individual and market data as part of their process to determine appropriate compensation. The two Committees debate and document their decisions about what is reasonable and their decision-making processes. The independent Compensation Consultant provided a "presumption of reasonable compensation" opinion letter for the IEEE files, documenting its analysis and recommendations regarding market reasonableness. T Callan Family Member 88356 Employment false Conference Catalysts LLC Family Member 2070248 Business false Schedule L, Part IV, Column (b) Thomas M Callan Family Member of Current Key Employee Mary Ward-Callan. Schedule L, Part IV, Column (b) Conference Catalysts LLC Company is 100% owned by a Family Member of Division II Director, Ruth Dyer. X Equipment 1 30128 Market value 1 false false false Schedule M, Part I Explanations of reporting method for number of contributions Other - Equipment CONTRIBUTIONS RECEIVED BY IEEE ARE REPORTED BASED ON THE NUMBER OF CONTRIBUTIONS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 44,422,587 including grants of $ 0)(Revenue $ 43,373,783) STANDARDS AND OTHER IEEE PROGRAMS: The IEEE Standards Association (SA) approved 126 new standards in 2022 for publication. Some of the key initiatives and accomplishments include: IEEE's open global standardization approach prioritizes including new participants and communities to address rapidly changing technology and market dynamics. 2022 saw a significant increase in participation, with now over 8,000 individual members from 98 countries, and over 430 entity members from 25 countries. IEEE SA members participated in new working groups in China, and on several new standards projects in cybersecurity, sustainability, and mobility, and smart transportation. The National Electrical Safety Code (NESC), which specifies best practices for the safety of electric supply and communication utility systems, is typically updated every five years to stay current with changes in industry and technology. The NESC sets the ground rules and guidelines for practical safeguarding of workers and the public during the installation, operation, or maintenance of power, telephone, cable TV and railroad signal systems. The 2023 Handbook, published in 2022, addresses emerging technologies such as solar and wind energy, distributed energy/microgrids, batteries and energy storage, and wireless small cell networks. Seven e-learning courses were also launched to help communicate the latest changes. IEEE Standards Association collaborated with the European Commission discussing the relevance and applicability of IEEE standards and standards-related activities in support of regulating AI. IEEE has been active in identifying areas where IEEE standards can play a critical role in supporting the development and implementation of AI regulations, including the pending European Union AI Act. IEEE was recognized as a valuable contributor in this process, ensuring that AI is developed and used in a responsible and ethical manner. IEEEXtreme, a global challenge in which thousands of teams of IEEE student members compete in a 24-hour time span to solve a set of real-world programming problems, continues to be popular with the next generation of technologists. IEEEXtreme 16.0 was the largest in its history with a 15% annual participation increase: 14,694 participants comprised 6,377 teams competed in this year's competition. IEEE's Mobile Outreach Vehicle (MOVE) continues its mission to assist victims of natural disasters, where volunteers provided critical communications infrastructure and support to federal resource centers and to American Red Cross responders working in impacted communities. In 2022, MOVE responded to three disaster events in the United States - flooding in Kentucky, wildfires in California, and Hurricane Ian in Florida. IEEE also initiated MOVE International, its global expansion into India and Puerto Rico. So far, the global program has hosted disaster awareness training workshops for IEEE volunteers and students and developed a modular model response unit in Puerto Rico utilizing solar powered generators and radio sets in transportable cases to combat transportation challenges during disaster events. Form 990, Part VI, Line 4 Significant changes to organizational documents The member-initiated constitutional amendment petition process in the IEEE Constitution was amended to require both a minimum number of voting members per Region and in total, for future member petition constitutional amendments. Form 990, Part VI, Line 6 Classes of members or stockholders IEEE has a total of 427,780 members in over 190 countries around the world. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Voting members of IEEE elect the directors of IEEE. Voting members are those members of Member grade or above, including Graduate Student Members, as defined in the bylaws. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Amendments to the Constitution are subject to approval by the voting members of the organization. Voting members are those members of Member grade or above, including Graduate Student Members, as defined in the bylaws. Form 990, Part VI, Line 11b Review of form 990 by governing body IEEE has an extensive review process that is completed before the Form 990 is filed with the IRS. The return is first reviewed by the Executive Director, Past President, Treasurer, Past Treasurer, and the CFO/Assistant Treasurer, before being presented to the Audit Committee, which consists of members of the IEEE Board of Directors. The return is posted to the IEEE Board of Directors secure portal for board members to review prior to filing with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy IEEE requires that officers and directors submit conflict of interest disclosure forms which are reviewed for potential conflict of interest. All IEEE employees are required to complete conflicts of interest training and those with authority to make financial expenditures are required to submit a disclosure form. An officer or director who does not complete the required conflict of interest disclosure form is removed from service on the committee or board. Form 990, Part VI, Line 15a Process to establish compensation of top management official The IEEE Board of Directors engaged an independent Compensation Consultant to provide IEEE with market comparability data and a reasonableness recommendation with respect to compensation paid to disqualified persons as defined under Section 4958 of the Internal Revenue Code of 1986, to enable IEEE to establish a rebuttable presumption of reasonableness under Section 4958. A committee consisting of the IEEE President, the IEEE Past President, and the IEEE President-Elect (the Executive Performance and Compensation Committee or EPCC), advised by external legal counsel, is charged with evaluating the total compensation package of the IEEE Executive Director, who serves as the Chief Operations Officer ("ED & COO"), and a committee of Independent Board members and non-board members (the IEEE Employee Benefits & Compensation Committee or EBCC), advised by external legal counsel, is charged with evaluating the total compensation package of other officers and key employees, including the Chief Financial Officer, Staff Executive, Managing Directors, Chief Information Officer, Chief Marketing Officer, General Counsel and Chief Compliance Officer. The independent Compensation Consultant provided these Committees with market data from published sources for comparable positions from both tax-exempt and for-profit organizations. The assessment was conducted at the total rewards level and included all compensation components. For the EPCC review of the Executive Director, external market comparisons were based on two primary sources of data, weighted equally: (1) Form 990 filings for a group of peer organizations identified by independent Compensation Consultant based on various criteria and (2) Published surveys; scope cuts including industry, FTEs and revenue were selected that represented organizations comparable to IEEE. The following screening criteria were used to identify and select comparable organizations: (1) NTEE code: (a) general science institutions, (b) Engineering and Technology Services, (c) Professional Society, and (d) Research institutions; (2) Income and assets; and (3) Employee Size. Once organizations were screened using these criteria, the following information was collected: (i) whether the organization has international presence, (ii) whether they are a standard-setting organization; (iii) whether they have a significant publishing activity; and (iv) the extent of its focus on contract research. The EBCC relies on survey data and does not consider form 990 data as part of their methodology and review. The two Committees review individual and market data and debate and document their decisions about what is reasonable and the decision-making processes. The independent Compensation Consultant provided a "presumption of reasonable compensation" opinion letter for the IEEE files. Form 990, Part VI, Line 19 Required documents available to the public The IEEE Governing documents, conflict of interest policy, and financial statements are available on the IEEE website and to the public upon request. Form 990, Part VIII, Line 2f Other Program Service Revenue All Other Program Service Revenue - Total Revenue: 18431, Related or Exempt Function Revenue: 18431, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Revenue - Total Revenue: 4289, Related or Exempt Function Revenue: 4289, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Consultants (Programs, G&A) - Total Expense: 18234881, Program Service Expense: 17852124, Management and General Expenses: 335600, Fundraising Expenses: 47157; Consultants (Programs, Events) - Total Expense: 4758446, Program Service Expense: 4706327, Management and General Expenses: 1498, Fundraising Expenses: 50621; Management Services - Total Expense: 10747436, Program Service Expense: 10747436, Management and General Expenses: 0, Fundraising Expenses: 0; Temporary Agency Personnel - Total Expense: 11857855, Program Service Expense: 11796891, Management and General Expenses: 46621, Fundraising Expenses: 14343; Intercompany Services Expense - Total Expense: 7480063, Program Service Expense: 7480063, Management and General Expenses: 0, Fundraising Expenses: 0; Recruitment Services - Total Expense: 1040892, Program Service Expense: 1003428, Management and General Expenses: 37464, Fundraising Expenses: 0; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances PENSION ADJUSTMENT - 4760950; IEEE BROADCAST TECHNOLOGY CONVENTION LLC - 445 HOES LANE PISCATAWAY NJ 08854 131656633 NON-PROFIT ACTIVITIES SCIENTIFIC & EDUCATIONAL DE 0 453825 INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC (IEEE) IEEE INTERNATIONAL LLC 445 HOES LANE PISCATAWAY NJ 08854 450570011 NON-PROFIT ACTIVITIES SCIENTIFIC & EDUCATIONAL DE 0 272727 IEEE IEEE GLOBAL LLC 445 HOES LANE PISCATAWAY NJ 08854 131656633 NON-PROFIT ACTIVITIES SCIENTIFIC & EDUCATIONA DE 0 0 IEEE IEEE FOUNDATION INC 445 HOES LANE PISCATAWAY NJ 08854 237310664 FUNDRAISING NY 501(c)(3) 7 NA false IEEE ASIA-PACIFIC LIMITED SCIENTIFIC & EDUCATIONAL SN 501(c)(3) IEEE true GLOBAL IEEE INSTITUTE FOR ENGINEERS INDIA SCIENTIFIC & EDUCATIONAL IN 501(c)(3) IEEE ASIA-PACIFIC LIMITED true IEEE TECHNOLOGY CENTRE GMBH SCIENTIFIC & EDUCATIONAL AU 501(c)(3) IEEE true IEEE WORLDWIDE LIMITED 445 HOES LANE PISCATAWAY NJ 08854 463332937 NON-PROFIT ACTIVITIES - SCIENTIFIC & EDUCATIONAL NY 501(c)(3) Type I IEEE true IEEE INC 445 HOES LANE PISCATAWAY NJ 08854 208766830 SUPPORT SERVICES DE IEEE C Corporation 1918183 2115051 1 true IEEE EUROPE GMBH SUPPORT SERVICES SZ IEEE C Corporation 0 0 1 true INSTITUTE OF ELECTRICAL AND ELECTRONICS SUPPORT SERVICES UY IEEE C Corporation 0 0 1 true false true true false false false false false false true false true true true true true true true true GLOBAL IEEE INSTITUTE FOR ENGINEERS INDIA M 2446025 ACCRUAL IEEE ASIA-PACIFIC LIMITED M 1510885 ACCRUAL IEEE TECHNOLOGY CENTRE GMBH P 1355767 ACCRUAL IEEE WORLDWIDE LIMITED R 114129 ACCRUAL IEEE INC M 1637052 ACCRUAL