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Nonprofiteer
← THE AUTOMATION FEDERATION

Form 990 for tax year 2022

Filed by THE AUTOMATION FEDERATION.

Totals

Total revenue
$500,000
Total expenses
$370,885
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$500,000
Investment income
$0
Other revenue
$0
Total assets, end of year
$573,728
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$573,728
Program services expenses (Part IX)
$370,885
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$370,885

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: LOGIIC

    total $500,000 · related or exempt $500,000

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $100,000 · program services $100,000

  • 11g · Fees: other

    total $270,885 · program services $270,885

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $474,783 · end of year $443,657

  • 4 · Accounts receivable

    end of year $130,071

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,170

  • 28 · Net assets with donor restrictions

    beginning of year $444,613 · end of year $573,728

Mission and programs · 2022

Mission

THE AUTOMATION FEDERATION IS AN ASSOCIATION OF MEMBER ORGANIZATIONS PROVIDING AWARENESS, PROGRAMS, AND SERVICES THAT CONTINUALLY ADVANCE THE AUTOMATION PROFESSION FOR THE BETTERMENT OF HUMANITY.

Activities or mission (Part I)

THE AUTOMATION FEDERATION ENABLES ITS MEMBERS TO MORE EFFECTIVELY FULFILL THEIR MISSIONS, ADVANCE THE SCIENCE AND ENGINEERING OF AUTOMATION TECHNOLOGIES AND APPLICATIONS, AND DEVELOP THE WORKFORCE NEEDED TO CAPITALIZE ON THE BENEFITS OF AUTOMATION.

  • LOGIIC - (LINKING THE OIL AND GAS INDUSTRY TO IMPROVE CYBERSECURITY):THIS CONSORTIUM CONDUCTS RESEARCH AND DEVELOPMENT ON CYBERSECURITY TOPICS FOR AUTOMATION USED BY THE OIL AND GAS INDUSTRY. ITS PRIMARY GOAL IS TO IDENTIFY VULNERABILITIES IN O&G AUTOMATION SYSTEMS AND INFORM MEMBERS ABOUT AREAS FOR CONCERN AND IMPROVEMENT.PROJECTS CONDUCTED IN 2022 INCLUDE:1) S7-TSA - COMPLETED2) S8-SIS - STARTED3) P14-NETWORK SEPARATE - STARTED4) P14-IIOT CELR - STARTED

    Expenses $370,885 · Revenue $500,000

As filed on the 2022 return.

Listed in Part VII

  • David Shires

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Mark Jaques

    CHAIR (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    5

  • Kaleem Khwaja

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Steve Mustard

    ISA PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Fabien Briere

    CHAIR/VICE-CHAIR (PARTIAL)

    Total calculated
    $0
    Hours/week
    5

  • Daniel Randall

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Andre Ristaino

    MANAGING DIRECTOR

    Total calculated
    $187,267
    From this org
    $0
    From related orgs
    $148,964
    Other
    $38,303
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,758 related
    Bonus
    $0 + $7,065 related
    Other
    $0 + $1,141 related
    Deferred
    $0 + $19,751 related
    Nontaxable benefits
    $0 + $18,552 related
    Filer's total
    $0 + $187,267 related

  • Claire Fallon

    EXECUTIVE DIRECTOR

    Total calculated
    $387,204
    From this org
    $0
    From related orgs
    $340,983
    Other
    $46,221
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,983 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $46,221 related
    Filer's total
    $0 + $387,204 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE COMPENSATION COMMITTEE OF INTERNATIONAL SOCIETY OF AUTOMATION, 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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202323169349300227

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