Totals
- Total revenue
- $0
- Total expenses
- $252,190
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $324,395
- Total liabilities, end of year
- $2,857
- Net assets or fund balances, end of year
- $321,538
- Program services expenses (Part IX)
- $252,190
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $252,190
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.
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $42,856 · program services $42,856
-
11g · Fees: other
total $209,284 · program services $209,284
-
24a · Other expenses: BANK CHARGES
total $50 · program services $50
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $443,657 · end of year $324,395
-
4 · Accounts receivable
beginning of year $130,071 · end of year $0
-
17 · Accounts payable and accrued expenses
end of year $2,857
-
28 · Net assets with donor restrictions
beginning of year $573,728 · end of year $321,538
Mission and programs · 2023
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.
Expenses $252,190
As filed on the 2023 return.
Listed in Part VII
-
David ShiresDAVID SHIRES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Mark JaquesMARK JAQUES
CHAIR (PARTIAL YEAR)
- Total calculated
- $0
- Hours/week
- 5
-
Kaleem KhwajaKALEEM KHWAJA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Carlos MandolesiCARLOS MANDOLESI
ISA PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Fabien BriereFABIEN BRIERE
CHAIR/VICE-CHAIR (PARTIAL)
- Total calculated
- $0
- Hours/week
- 5
-
Daniel RandallDANIEL RANDALL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Andre RistainoANDRE RISTAINO
MANAGING DIRECTOR
- Total calculated
- $217,478
- From this org
- $0
- From related orgs
- $178,827
- Other
- $38,651
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $142,286 related
- Bonus
- $0 + $31,786 related
- Other
- $0 + $4,755 related
- Deferred
- $0 + $22,282 related
- Nontaxable benefits
- $0 + $16,369 related
- Filer's total
- $0 + $217,478 related
-
Claire FallonCLAIRE FALLON
EXECUTIVE DIRECTOR
- Total calculated
- $457,039
- From this org
- $0
- From related orgs
- $412,713
- Other
- $44,326
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $338,346 related
- Bonus
- $0 + $71,400 related
- Other
- $0 + $2,967 related
- Deferred
- $0 + $27,283 related
- Nontaxable benefits
- $0 + $17,043 related
- Filer's total
- $0 + $457,039 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
- 2 · Substantiation required before reimbursing expenses
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.
-
INTERNATIONAL SOCIETY OF AUTOMATION
501(C)(3) · TRAINING AND CERTIFICATION · NC
-
AUTOMATION STANDARDS COMPLIANCE INSTITUTE
501(C)(6) · AUTOMATION STANDARDS COMPLIANCE TESTING · NC
Directly controlled by INTERNATIONAL SOCIETY OF AUTOMATION
-
ISA EUROPE FOUNDATION
N/A · TRAINING SERVICE · NL
Directly controlled by INTERNATIONAL SOCIETY OF AUTOMATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403139349303985
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