2024-05-14T12:34:33-05:00 2023-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2023-07-01 131767038 ILLUMINATING ENGINEERING SOCIETY ILLU 2122485000 85 BROAD STREET 17 FL NEW YORK NY 10004 IRA ROTHMAN TREASURER 2122485000 2024-04-22 1 IRA ROTHMAN 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z IRA ROTHMAN 85 BROAD STREET 17 FL NEW YORK NY 10004 5131858 0 X WWW.IES.ORG X 1906 NY SEE SCHEDULE O 14 14 22 500 374455 0 1383147 693484 2939349 2579183 109070 282221 244581 266275 4676147 3821163 157638 7102 0 0 2886667 1342798 0 0 0 4061882 3026398 7106187 4376298 -2430040 -555135 12927718 7306323 6567522 1580241 6360196 5726082 X THE ILLUMINATING ENGINEERING SOCIETY ("IES") SEEKS TO IMPROVE THE LIGHTING ENVIRONMENT BY BRINGING TOGETHER THOSE WITH LIGHTING KNOWLEDGE AND BY TRANSLATING THAT KNOWLEDGE INTO ACTIONS THAT BENEFIT THE PUBLIC. 0 0 1831197 1954211 CONFERENCES: SEE SCHEDULE O 630477 238881 STANDARDS, RESEARCH, LEUKOS & TECHNICAL COMMITTEES: SEE SCHEDULE O 538052 7102 68887 MEMBERSHIP - SEE SCHEDULE O 531456 LD+A & EDITORIAL:PRODUCTION COSTS FOR LD+A. LD+A MONTHLY MAGAZINE IS INTENDED FOR PROFESSIONALS INVOLVED IN THE ART, SCIENCE, STUDY, MANUFACTURE, TEACHING AND IMPLEMENTATION OF LIGHTING. LD+A IS DESIGNED TO ENHANCE AND IMPROVE THE PRACTICE OF LIGHTING AND AUTHORITATIVELY REPORTS, IN A COMPREHENSIVE MANNER, THE LATEST TECHNICAL DEVELOPMENTS, INDUSTRY TRENDS AND NEWS OF THE LIGHTING INDUSTRY. LD+A FURTHER SERVES MEMBERSHIP VIA EDUCATIONAL CAPACITY. 531456 3531182 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 22 1 1 1 1 CA 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X OLGA LOUKINA CPA 2122485000 85 BROAD STREET 17TH FL NEW YORK NY 10004 BILLY TUBB PRESIDENT 3.00 X X 0 0 0 FRANK AGRAZ LC MIES PAST PRESIDENT 3.00 X X 0 0 0 WILSON DAU LC IES LEED AP VICE PRESIDENT 3.00 X X 0 0 0 IRA ROTHMAN TREASURER 3.00 X X 0 0 0 SCOTTY HUTTO PE DIRECTOR 3.00 X 0 0 0 TANYA HERNANDEZ DIRECTOR 3.00 X 0 0 0 JAVIER VILLASENOR DIRECTOR 3.00 X 0 0 0 KELLY SEEGER MSC LC IES LEE DIRECTOR 3.00 X 0 0 0 AMARDEEP DUGAR IALD FISLE FSLL DIRECTOR 3.00 X 0 0 0 MICHAEL MYERS DIRECTOR 3.00 X 0 0 0 JEREMY MAXIE IAEI BICSI DIRECTOR 3.00 X 0 0 0 REBECCA BECKY STUART CONNER DIRECTOR 3.00 X 0 0 0 KELLY O'CONNOR DIRECTOR 3.00 X 0 0 0 JARED SMITH DIRECTOR 3.00 X 0 0 0 COLLEEN HARPER EXECUTIVE DIRECTOR 35.00 X 262500 0 53957 OLGA LOUKINA CHIEF FINANCIAL OFFICER 35.00 X 208808 0 50446 PATRICIA MCGILLICUDDY SR. MANAGER OF TECHNICAL CONTENT 35.00 X 141229 0 22491 PAUL P TARRICONE EDITOR AND PUBLISHER 35.00 X 149598 0 27486 KLYSHA ROSS DIRECTOR OF OPERATIONS 35.00 X 140294 0 10746 BRIENNE MUSSELMAN DIRECTOR OF EDUCATION & STANDARDS 35.00 X 163231 0 11559 GRAHAM KIRK DIR. OF MARKETING & BUSINESS DEVELOPMENT 35.00 X 114731 0 20351 1180391 0 197036 7 0 1 0 0 606614 86870 693484 CONFERENCES 900099 1954211 1954211 ADVERTISING INCOME 541800 374455 374455 LIGHTING LIBRARY SUBSC 900099 141725 141725 EDUCATIONAL ACTIVITIES 900099 97156 97156 MEMBERSHIP ACTIVITIES 900099 11636 11636 2579183 105823 105823 102884 102884 1465346 1288948 176398 176398 176398 78998 21747 57251 57251 OTHER 900099 106140 106140 106140 3821163 2261979 374455 491245 X 7102 7102 274480 197588 76892 860734 622554 238180 42246 29755 12491 93089 65565 27524 72249 57915 14334 32150 32150 24780 24780 11301 11301 444028 385867 58161 100740 100740 130742 110284 20458 266131 192488 73643 174445 92516 81929 1074170 1074170 103401 74788 28613 37735 37735 AVIATION LIGHTING COMMI 271878 271878 OTHER FUND EXPENDITURES 205715 143017 62698 DEVELOPMENT FUND ACTIVI 98000 98000 BANK FEES & CHARGES 44227 44227 6955 6955 4376298 3531182 845116 0 414603 341761 2618700 1196348 247388 196753 381599 273483 3005561 1383567 1725395 1621994 3258773 3675984 4281260 0 12927718 7306323 493611 468529 845821 124355 5228090 987357 6567522 1580241 X 5177429 4565862 1182767 1160220 6360196 5726082 12927718 7306323 X -555135 -23935 -55044 X 0 1 X 1 0 X 1626564 1831929 1694535 1383147 693484 7229659 2230092 1123563 2145257 2067367 2204728 9771007 3856656 2955492 3839792 3450514 2898212 17000666 0 0 0 17000666 484409 483603 484705 397225 208707 2058649 484409 483603 484705 397225 208707 2058649 22955 722863 1019293 871982 374455 3011548 3815 8275 101439 106140 219669 4364020 4165773 5352065 4821160 3587514 22290532 0.76270 0.80430 0.09240 0.08980 X PART III, SHORT YEAR EXPLANATION: DURING 2023, THE SOCIETY ELECTED TO CHANGE ITS YEAR-END FROM A FISCAL YEAR ENDING JUNE 30 TO A CALENDAR YEAR ENDING DECEMBER 31. ACCORDINGLY, THE ACCOMPANYING SCHEDULE A WAS PREPARED FOR THE SIX MONTHS ENDED DECEMBER 31, 2023 AND FOR THE YEAR ENDED JUNE 30, 2023. 1182767 340 39259 62146 1160220 3371025 20405 186635 2395298 1182767 3809815 1240 -315533 124497 3371025 3652507 1740 248568 93000 3809815 3614407 5357 92547 59804 3652507 0.61450 0.38550 0 0 2424313 968263 1456050 128933 116331 12602 452315 298973 153342 1621994 OPERATING LEASE LIABILITY 987357 987357 3807674 -23935 21747 -2188 3809862 11301 11301 3821163 4386744 21747 21747 4364997 11301 11301 4376298 PART V, LINE 4: THE BOARD DESIGNATED FUNDS WERE ESTABLISHED TO RECEIVE CONTRIBUTIONS AND GRANTS IN ORDER TO FURTHER THE EDUCATIONAL GOALS OF IES. THE TEMPORARILY RESTRICTED FUNDS HAVE BEEN CONTRIBUTED TO IES FOR SPECIFIC PURPOSES, PRIMARILY FOR LIGHTING EDUCATION, AWARDS AND SCHOLARSHIPS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 21,747. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 21,747. 1 SCHOLARSHIPS 14 7102 PART I, LINE 2: THE SOCIETY'S COMMITTEE REQUIRES ALL APPLICANTS TO SUBMIT AWARD PROJECTS BY PAPERWORK TO SCHOOLS WHICH THEN MUST BE APPROVED BEFORE MONIES ARE ISSUED. THESE GRANTS ARE SPECIFICALLY FOR LIGHTING EDUCATION. X X X 0 0 0 0 0 0 0 0 0 COLLEEN HARPER EXECUTIVE DIRECTOR 262500 0 0 0 0 0 15750 0 38207 0 316457 0 0 0 OLGA LOUKINA CHIEF FINANCIAL OFFICER 208808 0 0 0 0 0 12528 0 37918 0 259254 0 0 0 PAUL P TARRICONE EDITOR AND PUBLISHER 149598 0 0 0 0 0 8976 0 18510 0 177084 0 0 0 BRIENNE MUSSELMAN DIRECTOR OF EDUCATION & STANDARDS 163231 0 0 0 0 0 9794 0 1765 0 174790 0 0 0 PATRICIA MCGILLICUDDY SR. MANAGER OF TECHNICAL CONTENT 141229 0 0 0 0 0 8474 0 14017 0 163720 0 0 0 KLYSHA ROSS DIRECTOR OF OPERATIONS 140294 0 0 0 0 0 8418 0 2328 0 151040 0 0 0 PART I - LINE 1 THE IES SEEKS TO IMPROVE THE LIGHTING ENVIRONMENT BY BRINGING TOGETHER THOSE WITH LIGHTING KNOWLEDGE AND BY THE TRANSLATING THAT KNOWLEDGE INTO ACTIONS THAT BENEFIT THE PUBLIC. PART III - LINE 4A CONFERENCES: IES ANNUAL CONFERENCE IS A RANGE OF EDUCATIONAL PROGRAMMING INCLUDING WORKSHOPS, SEMINARS, IMMERSIVE EXPERIENCES, TOURS, NETWORKING, AND PAPER AND POSTER PRESENTATION ON THE ART, DESIGN, SCIENCE, AND RESEARCH OF LIGHTING RELEVANT TO LIGHTING PROFESSIONAL EDUCATORS, AND RELATED DESIGN DISCIPLINES. STREET AND AREA LIGHTING CONFERENCE (SALC) IS AN EDUCATIONAL CONFERENCE HELD ONCE A YEAR WHICH IS WEIGHTED TOWARDS ROADWAY LIGHTING ISSUES. ILLUMINATING AWARDS (IA) EVENT RECOGNIZES INDIVIDUALS FOR PROFESSIONALISM, INGENUITY, AND ORIGINALITY IN LIGHTING DESIGN BASED ON THE INDIVIDUAL MERIT OF EACH ENTRY. JUDGES ARE SELECTED FROM A BROAD PROFESSIONAL SPECTRUM, REPRESENTING KNOWLEDGE OF LIGHTING AND DESIGN EXCELLENCE. PART III - LINE 4B STANDARDS, RESEARCH, LEUKOS & TECHNICAL COMMITTEES: THE PRIMARY ROLE OF THE PROGRAM IS TO DEVELOP LIGHTING STANDARDS FOR THE BENEFIT OF THE PUBLIC. VOLUNTEER TECHNICAL COMMITTEES OF INDUSTRY EXPERTS AND INTERESTED PARTIES WORK DILIGENTLY TO DEVELOP AND MAINTAIN IES LIGHTING LIBRARY, CONSISTING OF APPROXIMATELY 70 PUBLICATIONS THAT HAVE BEEN VETTED THOUGH ANSI ACCREDITED STANDARDS DEVELOPMENT ORGANIZATION (SDO) PROCESS. OUR DOCUMENTS INCLUDE RECOMMENDED PRACTICES FOR MANY LIGHTING APPLICATIONS, INDUSTRY STANDARDS ON LIGHT SOURCE AND LUMINAIRE MEASUREMENT AND TESTING, AND A VARIETY OF TECHNICAL MEMORANDA AND DESIGN GUIDE DOCUMENTS COVERING A WIDE EXPANSE OF ILLUMINATION TOPICS. LEUKOS IS AN ONLINE, QUARTERLY JOURNAL WHICH IS AN INTERNATIONAL VENUE FOR TECHNICAL DEVELOPMENTS, SCIENTIFIC DISCOVERIES, AND EXPERIMENTAL RESULTS OF CURRENT INTEREST OR LASTING IMPORTANCE IN THE APPLIED USE OF LIGHT. PART III - LINE 4C MEMBERSHIP: THE ILLUMINATING ENGINEERING SOCIETY IS A MEMBERSHIP ORGANIZATION OF MORE THAN 6,000 ENGINEERS, ARCHITECTS, DESIGNERS, EDUCATORS, STUDENTS, CONTRACTORS, DISTRIBUTORS, UTILITY PERSONNEL, MANUFACTURERS AND SCIENTISTS IN NEARLY 60 COUNTRIES. IES IS THE PREMIER SOURCE OF LEARNING AND KNOWLEDGE FOR THE LIGHTING PROFESSION, AND PROVIDES RESOURCES, EDUCATION, AND STANDARDS TO ENHANCE THE EFFICACY OF THOSE WORKING TO IMPROVE THE LIGHTED ENVIRONMENT. THE IES MEMBERSHIP DEPARTMENT MANAGES AND CULTIVATES RELATIONSHIPS WITH MEMBERS; FOCUSES ON MEMBER SATISFACTION, ENGAGEMENT, RETENTION, AND ACQUISITION; COORDINATES WITH LOCAL MEMBER GROUPS; EVALUATES AND ENHANCES MEMBER BENEFITS. FORM 990, PART VI, SECTION A, LINE 4 DURING 2023, THE SOCIETY ELECTED TO CHANGE ITS YEAR-END FROM A FISCAL YEAR ENDING JUNE 30 TO A CALENDAR YEAR ENDING DECEMBER 31. ACCORDINGLY, THE ACCOMPANYING TAX RETURNS ARE FOR THE SIX MONTHS ENDED DECEMBER 31, 2023 AND FOR THE YEAR ENDED JUNE 30, 2023. FORM 990, PART VI, SECTION A, LINE 6 THE ILLUMINATING ENGINEERING SOCIETY WAS INCORPORATED AS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THERE IS AN ANNUAL ELECTION OF BOARD OF DIRECTORS AND OFFICERS. PRESIDENT, PAST PRESIDENT, AND VICE PRESIDENT SERVE FOR ONE YEAR. TREASURER AND DIRECTORS SERVE FOR TWO YEARS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANYONE WHO FALLS UNDER THE CLAUSE IS REQUIRED TO SIGN THE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD HAS REVIEWS COMPARABLE STATISTICAL DATA AND DELIBERATES AND APPROVED COMPENSATION ANNUALLY. THE EXECUTIVE DIRECTOR PERFORMS AN ANNUAL EVALUATION AND APPROVES COMPENSATION ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 IES MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. IES'S FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE INTERNET. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 385,867. MANAGEMENT AND GENERAL EXPENSES 58,161. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 444,028. FORM 990, PART XI, LINE 9: RESTRICTED FUNDS WITHDRAWN BY DONOR -55,044.